About The Szeto Investment Group

Complexity Simplified

OUR VALUES

We maintained a philosophy of independent, unbiased advice, with an unwavering commitment to serving our clients’ holistic wealth management needs. This empowers clients to realize their lifestyle goals.

OUR MISSION

The Peter Szeto Investment Group is committed to helping you achieve your goals by bringing together the right investment products and strategies in a comprehensive long-term plan.

OUR FOCUS

Whether you are investing toward a short term goal, planning to fulfill retirement lifestyle needs or managing retirement income, we focus on your success and provide on going advice.

Finding Options Specifically Suited to You

The world of Wealth Management and Financial Planning can be a complicated ecosystem with confusings options, rules, and strategies at your disposal. Our whole business revolves around helping you find the best strategy for your specific goals. Everyone has a different outlook on life, and reason for undertaking true understanding and management of their wealth. It is our job to understand and manage those individualities in order to point you in the right direction and help you grow your wealth.

who we are

Meet The Team

Peter Szeto<small> CPA, CMA, MBA</small>

Peter Szeto CPA, CMA, MBA

Senior Investment Advisor
Jason Park<small> PFP</small>

Jason Park PFP

Investment Advisor
Don Lim

Don Lim

Senior Investment Advisor
Adam Conconi

Adam Conconi

Investment Advisor
Jennie Chen <small> BA</small>

Jennie Chen BA

Associate Investment Advisor
Marie Wong <small> MBA</small>

Marie Wong MBA

Associate Investment Advisor