That you are on target to ensure the retirement of your dreams?
Do You Feel
That your financial consultant has the necessary skills to provide you with knowledgeable advice and personalized service?
We understand your unique challenges – preoccupied with a busy work schedule and trying to fit in time with kids and family, or just some much needed rest. How do you squeeze out more time to think about your own retirement planning?
We take the guesswork out of your hands, and guide you through all the decision processes, one step at a time.
I chose the name VinePoint because it is my aspiration for our firm to leave a positive and lasting footprint in the pursuit of life’s goals and dreams of those with whom we cross paths. I believe that all our actions and interactions have an eternal value and purpose that is beyond the monetary or material reward of today and tomorrow.
Thank you for visiting.
~ Caleb Tsang
We specialize in helping medical professionals have confidence with their retirement plan.
One thing that makes us different is our tax expertise. We are wealth advisors with an active CPA license – giving you a unique and comprehensive approach to wealth management and tax savings at the same time.
We use a streamlined 3-step process to customize a plan for your situation and goals, and help you stay true to that plan over time – making adjustments as needed.
Our systematic and disciplined approach to wealth management will allow you more time for things that matter to you most – your family, hobbies, and rest!
We focus our services on the following core areas
Investments are akin to sails on a sailboat – they are tools to help you reach your destination. Which sails to use and how to position them depend on factors such as weather conditions, boat type and voyage particulars. We help you navigate the uncertainty of the markets and build long-term security by focusing on minimizing costs and taxes, diversifying your portfolio and instilling discipline.
Accumulating wealth without a deliberate effort to protect that wealth is like filling a leaky water bottle. Avoidable taxes, inefficient strategies and unplanned turn of events may all contribute to a less-than-optimal growth for your family’s nest egg. We help identify potential risks and implement strategies to mitigate them, giving you the confidence in knowing that you and your family are taken care of.
Whether you are philanthropically inclined or simply wish to ensure a secure financial future for your children and grandchildren, we help you clarify your intent and formulate a strategy to fulfill those objectives. Our goal is to enable you to honor the promises you have made to your loved ones and cherished causes.
An alumnus of Ernst & Young, Caleb has extensive experience in tax and estate planning, retirement planning, investment planning and management, as well as asset protection and risk management planning. He also has broad understanding of the capital markets and foreign exchange market, and formerly spent years trading complex equities derivatives and foreign currencies.
Caleb graduated summa cum laude with a Bachelor of Science in Business Administration degree. He is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary and Accredited Estate Planner designee, and Personal Financial Specialist, a designation awarded to CPAs with considerable financial planning expertise and currently held by fewer than 4,500 CPAs nationally. His professional memberships include the AICPA, California Society of Certified Public Accountants, Financial Planning Association, Financial Services Institute, Investment Management Consultants Association, and National Association of Estate Planners & Councils. Caleb also holds a California insurance license (No. 0G97571).
Caleb is passionate about working out and living a healthy lifestyle. He is also an avid soccer fan, and enjoys playing sports. A loyal fan of the Vancouver Canucks, LA Lakers, and NY Giants, Caleb resides in San Marino, California with his wife and two daughters.
CPA, CFP®, AIF®
Grace is proficient in tax and retirement planning, investment planning and management, as well as asset protection and risk management planning. She also has extensive experience in ERISA-covered retirement plan requirements, operations and management, and frequently advises on plan design and setup. Prior to joining our firm in December 2013, Grace worked in the areas of accounting and taxation for both public CPA firms and private industries.
Fluent in English and Chinese, Grace holds a Master of Science degree in accountancy from Cal Poly Pomona and a Bachelor of Arts degree in linguistics, with a minor in quantitative finance from National Tsing Hua University in Taiwan. She is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ professional, and Accredited Investment Fiduciary designee. Her professional memberships include the AICPA, California Society of Certified Public Accountants, Financial Planning Association, Financial Services Institute, and Investment Management Consultants Association. Grace also holds a California insurance license (No. 0L06587).
Grace enjoys traveling, attending musicals and concerts, and spending time with family and friends.