MEET THE TEAM
Bruce Chen CFP® CLTC
Business Development
Bruce has over 16 years experience in the financial & insurance industry. Upon graduating from UC San Diego, he spent 6 years at one of the largest financial / insurance firms in the world and developed a loyal book of business that followed him. He got tired of all the red tape and bureaucracy that came with working for a fortune 100 company and decided to partner with a hybrid Independent Broker Dealer / RIA to build out the MYZ Enterprise. Bruce is in charge of sales and serves as the initial point of contact for most clients. When not in the field working with clients, you can find Bruce enjoying a glass of wine and improving on his already envious repertoire of dad jokes.
Under construction
Under construction
Under construction
Cindy Kong
Senior Consultant
Cindy serves as the resident expert on commercial insurance lines. Whether it’s a worker’s comp or general liability insurance policy, she has over 30 years of experience shopping the marketplace representing families and businesses alike. With her ability to conduct business in 5 different languages, Cindy is an invaluable part of the team consulting on larger businesses and more complex accounts. She is an active member of the community and avid supporter of local businesses. In her free time, Cindy enjoys traveling and spending time with her loving family.