Liang & Quinley

We are proud to announce that Michael Liang, CFP® CPWA® CRPC®and Christopher Quinley, CFP®, CIMA®, MS have been named on the Forbes ranking for Best In-State Wealth Management Teams for 2025. This prestigious recognition underscores the hard work, dedication, and client-first approach that have always been at the heart of our firm. We are so thankful for our clients' support, trust, and partnership over the years!

Come visit us at our new San Diego location for stress-free tax planning & services! Beautifully designed and furnished by the team at EG Design Co. and photographed by Stephen Paul Photo.

We have some exciting news to share. We have recently acquired two tax businesses in the San Diego area. We have partnered with Nicola “Nick” Bruno, CPA and Michael Batson, CPA and their talented teams to offer tax services under our new company, Liang & Quinley Tax Management. Nicola and Michael come to Liang & Quinley Tax Management with over 50 years of combined experience in the tax industry. Nicola and Michael have built a strong reputation for delivering expert tax advice and services, and their continued involvement will enhance the services we offer to you. Our goal is to provide a more integrated approach to managing your financial well-being, ensuring that both your wealth and tax strategies work seamlessly together to help you achieve your long-term objectives. While this new location will strengthen our capabilities, rest assured that your relationship with us will remain as personalized and dedicated as ever. The same team that you know, and trust will continue to be here for you in our Irvine office, with the added benefit of expanded services in San Diego. We understand that navigating both your investments and taxes can be complex, which is why we are excited to have the ability to provide these expanded services to you. Whether you're looking for tax advice, tax preparation, or a more coordinated approach to your financial strategy, our San Diego team is here to support you with in-person or virtual meetings. Please feel free to visit our updated website to learn more about the tax team members and the services we offer!

As the spring time approaches, we wanted to let you know we have decided on a later date for our Annual Charity Golf Tournament. We hope to see you there on Friday, August 15th! Please keep an eye out for the official invitation in the coming months.

We are delighted to share our new office suite with you and unveil our fresh new look! Our new space reflects our commitment to providing a superior experience for you and designed to foster our continued growth. Come by for a visit!