Our Services
No matter what financial service you need, we’re the team you’ve been looking for.
We’re Your One-Stop Financial Network
We help our clients make the best financial decisions possible by providing a wide range of services and a holistic approach to business, accounting, real estate and insurance.
Happy Clients
We give you the time, attention and guidance you deserve. That’s why we have the happiest clients in California.
“At first, I had Chumerica just help me with my taxes. 5 years later, I go to them for every important financial decision.”
Robert W.San Dimas, CA
“There is such a peace of mind knowing that no matter what comes up in life, I've got a team I trust to guide me and help me make the right decisions.”
Kathy C.Burbank, CA
“Business was always successful, but after paying taxes there was never any money left. Chumerica helped me set things up correctly, keep more money in my pocket and enabled me to take my business to the next level.”
Carl H.La Canada, CA
“I've worked with dozens of financial 'professionals' over the last 30 years but these guys are different, they truly care about my success.”
Aisha T.Downey, CA
Let's Talk
Allow us to lend you our experience for 15 minutes, no charge.
About Our Founder
Sean X. Chu
Experienced in personal and business tax and financial planning, Sean combines traditional relationship based service with the new generation cutting edge planning strategies. While attending California State University, Fullerton in accounting and finance, he joined James L. Greff, CPA, a Certified Public Accounting firm as an apprentice. In 2005, together with his mentor, they looked to offer their clients non-proprietary tax and financial advice. After spending 3 years building a clientele and training under James’ mentorship as a leading adviser and agent, Sean joined his mentor in opening an office in San Dimas, CA. Together they established Chumerica Financial Alliance in October 2008 and still now works closely with the Greff family as a fellow full-service independent tax and financial adviser and agent.
Ready for a Change?
It's our experience that sets us apart from every other financial expert you've worked with. We're ready to help you get to where you want to go. Are you ready?
“Your Financial Network”
Phone
(909) 599-6700
Fax
(909) 599-8111
Licensees
CA Insurance License #0F39718 | BRE #01744375 | NMLS 1448550