Christine Tang, CFP®, CWS®- Modern Wealth Advisors

Christine Tang, CFP^®

President and Founder

With over 20 years of experience in the financial services industry, Christine provides financial guidance by being a “Personal CFO” to many high net worth families, small business owners and women. As a CERTIFIED FINANCIAL PLANNER™, Christine brings together both financial planning and investment management services to help clients pursue their financial goals. She provides a modern planning approach that includes strategies and action plans, but more importantly, she gets to understand who you are before making any recommendations. Christine prides herself on forming lifelong relationships with her clients and taking a thoughtful, patient and caring approach.

Experience

Prior to founding Modern Wealth Advisors in 2010, Christine was a partner at a wealth management firm with more than $100 million of assets under management. During her tenure, she focused on retirement income planning and created portfolios that addressed the needs of pre and post retirees. She also frequently presented on topics dealing with retirement planning. Earlier in her career, Christine worked at Morgan Stanley while she was still a student at the University of Southern California.

Education

Christine received her bachelor’s degree from the University of Southern California, where she majored in Finance and minored in Sociology. She holds through LPL Financial multiple securities licenses, including Series 7, 66 and 24, as well as her insurance licenses (CA #0E14755 / TX #2258079).

Christine also acquired the CFP® designation, which is considered the most prestigious and sought after designation in the Financial planning industry. Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in the client’s best interest.

Community involvement

Christine believes it is important to give back to the community and has served on multiple boards for non-profit organizations. Christine was a board member for the USC Marshall Partners where she participated in the Events committee and founded their Member’s Mixer. This organization seeks to raise money for the Dean’s Strategic Fund, which enables the school to further invest in students, faculty and the future of the school.

Christine was a board member for Friendly Center for eight years and also served as President for four years. Friendly Center is a local charity and community resource center that provides stability, opportunity and hope to low income families in Orange County.

Christine served on the board of directors for the Asian Business Association of Orange County for five years. This organization is dedicated to meeting the needs of the growing number of Asian businesses in the region. As Membership Chair, she was responsible for increasing awareness and membership for the organization, as well as providing networking opportunities for its members. In 2014, she was recognized as Board Member of the Year.

personal life

Outside of the office, Christine and her husband, Reggie, are enjoying being new parents to their son, Connor Gray (age 4) and Naya Jo (age 2). They also have a fluffy maltipoo named Bama. Christine and Reggie have a passion for traveling and learning about new places and cultures around the world. All the pictures on this website are actual photos they took from places they visited.

Benjamin J. Ock

Operations Manager

Benjamin (Ben) Ock joined Modern Wealth Advisors, Inc. in 2015. Ben serves as a key liaison between the firm and its clients in his role. His diligence and dedication in his work ensures that client needs are addressed fully and promptly.

Ben acquired his Bachelor’s Degree from San Diego State University where he majored in Business Administration. He holds through LPL Financial his Series 7 and 66 securities licenses, as well as his insurance licenses (CA #0M63831 / TX #2940867). Ben places a deep focus on building client relationships. He is an avid self-learner who understands the importance of keeping up with the constantly changing financial services industry.

Ben resides in Houston, TX and enjoys reading and golf in his free time.