AmerElite Financial Group, formerly Fan’s Financial & Insurance, founded in 2006 by Mr. Qiyong(David) Fan, underwent a name change in 2016. Our services encompass retirement planning, insurance, estate planning, asset protection, tax planning, and fee-based financial planning.

Mr. Fan Qiyong commenced his insurance and financial career in 1998, dedicating over 25 years to serving the Chinese community. His clientele spans across 20 states in the USA, as well as mainland China, Hong Kong, and Taiwan.

In 2016, Lisa(Hongwei) Liu, CPA, CFP®, joined the AmerElite Financial team, expanding the business scope to holistic financial planning, tax services, and asset management.

When providing financial planning advice and services to our clients, we always prioritize their interests. Alongside our experience, knowledge, and expertise, we collaborate with skilled lawyers, accountants, and tax agents to deliver top-notch services.

As independent advisors affiliated with Transglobal, the leading Asian American insurance agency in the US, we stand strong, united, and focused on providing excellent service.

美国精英理财团队成立于2016年，前身是创立于2006年的范氏财务保险公司。创始人范琦勇先生就1998就投身理财和保险行业，拥有20多个州的执照，客户遍及全美，以及中国大陆，香港，台湾等地。我们提供退休、保险、财富传承、遗产规划和资产保障等服务。

2016年 Lisa Liu, CPA, CFP® 加入美国精英理财团队，将业务范围扩展到整体财务规划，税务服务以及资产管理。

在为客户提供财务规划和建议时，我们一向把客户的利益放在第一位。我们是独立财务顾问，但并不孤单， 我们are affiliated with 美国最大的的亚裔保险agency Transglobal。除了我们各自的经验、知识和专长外，还与其他有能力，有经验的律师，会计师，税务师合作，力求为客户提供一流的服务。