Advisors at this firm
Fan F
Series 63, Series 66
Irvine, CA
American Fundstars
Fan Feng is a financial advisor at American Fundstars with eight years of industry experience. Prior to joining American Fundstars in 2021, Fan worked at Morgan Stanley and Morgan Stanley Private Bank from 2017 to 2021 and at Safy Info Tech in Shanghai from 2012 to 2017. He holds the Series 63 and Series 66 designations. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, offering portfolio management and advisory services. The firm employs a flexible investment approach across multiple asset classes and is notable for combining SEC-registered adviser duties with broker-dealer and licensed insurance-agency activities.
Gangming L
Series 65
Irvine, CA
American Fundstars
Gangming Liang is a Series 65-licensed financial advisor with American Fundstars, based in Irvine, CA, and has three years of industry experience. He has been with American Fundstars Financial Group LLC since 2022 and has operated as a self-employed insurance agent and real estate agent since 2018 and 2016, respectively. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, offering portfolio management and advisory services. The firm employs a flexible investment approach across various asset classes and manages most client assets on a non-discretionary basis.
Bing W
Series 65
Irvine, CA
American Fundstars
Bing Wang is a financial advisor at American Fundstars with a Series 65 designation and two years of industry experience. He is also the co-owner and CEO of BINnovation LLC, a tutoring school focused on robotic education. Wang has previously worked with World Financial Group, where he served as a training agent involved in life insurance sales. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, providing portfolio management and advisory services. The firm employs a flexible, opportunistic investment approach across various asset classes and manages most client assets on a non-discretionary basis.
Yue Y
Series 65
Irvine, CA
American Fundstars
Yue Yu is a Series 65-licensed financial advisor with American Fundstars in Irvine, CA, bringing one year of industry experience. Prior to joining American Fundstars, Yue worked at Alibaba Group and Kexun Venture Capital Fund Partnership Enterprise. Outside of advisory work, Yue serves as president of My Asset Management LLC, overseeing administration and communications with fund administrators and auditors. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients by providing portfolio management and broader advisory services. The firm employs a flexible, opportunistic investment approach across various asset classes and combines SEC-registered adviser duties with broker-dealer and insurance agency activities.
Yiqi W
Series 63, Series 65
Irvine, CA
American Fundstars
Yiqi Wang is a financial advisor at American Fundstars with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining American Fundstars in 2021, Wang worked at World Financial Group and GF Securities. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, offering portfolio management and advisory services. The firm employs a flexible investment approach across multiple asset classes and manages most client assets on a non-discretionary basis.
Zhiqi L
Series 66
Irvine, CA
American Fundstars
Zhiqi Liu is a financial advisor at American Fundstars with six years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Jupai Global, LLC. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, providing portfolio management and broader advisory services. The firm employs a flexible investment approach across various asset classes and is notable for combining SEC-registered adviser duties with broker-dealer and licensed insurance-agency activities.
Xiaohui X
Series 65
Irvine, CA
American Fundstars
Xiaohui Xia is a financial advisor at American Fundstars with a Series 65 designation and experience in the securities industry dating back to 2010. Prior to joining American Fundstars in 2025, Xia worked at CITIC Securities Company Limited for five years and GUANGFA Securities Company Limited for ten years. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients by providing portfolio management and broader advisory services. The firm employs a flexible investment approach across multiple asset classes and typically manages most client assets on a non-discretionary basis, combining advisory, broker-dealer, and insurance agency activities.
Yuxin T
Series 65
Irvine, CA
American Fundstars
Yuxin Tian is a financial advisor at American Fundstars with a Series 65 credential and two years of industry experience. Prior to joining American Fundstars in 2024, Tian worked briefly at MTS Global and was affiliated with the University of California at Irvine. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients with portfolio management and advisory services. The firm employs a flexible investment approach across multiple asset classes and combines SEC-registered adviser duties with broker-dealer and insurance-agency activities.
Wenxuan Z
Series 65
Irvine, CA
American Fundstars
Wenxuan Zhu is a financial advisor with American Fundstars, holding a Series 65 license and one year of industry experience. Prior to joining American Fundstars, Zhu held roles at the University of California, Los Angeles, and completed an internship in the Industrial Research Department at Guru Club. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients by providing portfolio management and comprehensive advisory services. The firm employs a flexible investment approach that incorporates equities, fixed income, ETFs, and private investments, with most client assets managed on a non-discretionary basis requiring client consent for trades.