Logic Wealth Management, LLC

Eric La is a financial advisor at Logic Wealth Management, LLC in Pasadena, CA, holding a Series 65 designation with four years of industry experience. He has worked at Sophis Real Estate Inc. since 2020 and was previously with Logic Wealth Management from 2020 to 2021. He also has six years of experience at California State University, Fullerton. Logic Wealth Management is a team-based registered investment adviser managing approximately $164.7 million for around 215 clients, including individuals, trusts, retirement plans, and other entities. The firm provides discretionary portfolio management, participant account management for held-away retirement and HSA accounts, and financial planning, using a combination of fundamental, technical, and cyclical analysis to tailor portfolios.

David Chung is a financial advisor with Logic Wealth Management, LLC in Pasadena, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Logic Wealth Management since 2010 and is also associated with Transparent Financial, Inc. and Wealth Management Coach, LLC. Logic Wealth Management is a team-based registered investment adviser managing approximately $164.7 million for about 215 clients, including individuals, trusts, and retirement plans. The firm offers discretionary portfolio management and financial planning, using a combination of fundamental, technical, and cyclical analysis to tailor portfolios that include equities, bonds, ETFs, mutual funds, and options.

Hong Tran is a CFP® and Series 65-licensed advisor with 15 years of industry experience. He has been with Logic Wealth Management, LLC since 2010 and also worked at Origin Financial LLC from 2021 to the present. Logic Wealth Management is a team-based registered investment adviser managing approximately $164.7 million for around 215 clients, including individuals, trusts, and retirement plans. The firm provides discretionary portfolio management, participant account management for held-away retirement and HSA accounts, and financial planning, using a mix of fundamental, technical, and cyclical analysis to tailor portfolios.

Chi Zhang is a financial advisor at Logic Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Logic Wealth Management since 2023. In addition to his advisory role, Chi Zhang has practiced law as a solo attorney since 2015. Logic Wealth Management is a team-based registered investment adviser managing approximately $164.7 million for about 215 clients, including individuals, trusts, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios composed of equities, bonds, ETFs, mutual funds, and options, with quarterly reviews and rebalancing.

Eugene Chung is a financial advisor at Logic Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has prior work experience at the Los Angeles County Sheriff's Department, American Honda Motors, and VACO Los Angeles LLP. Logic Wealth Management is a team-based registered investment adviser managing approximately $164.7 million for about 215 clients, including individuals, trusts, and retirement plans. The firm provides discretionary portfolio management and financial planning, tailoring portfolios through fundamental, technical, and cyclical analysis with a range of investment vehicles, and offers integrated management of held-away retirement accounts.