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About Us

Our People

The Minds Behind Planium Wealth

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Ryan (Runlin) Zhan, CFP®

Financial Security Advisor, 

Investment Representative

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Wei Gao, CFP®

Financial Security Advisor, 

Investment Representative

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Amy (Huicong) Gao, CFP®

Financial Security Advisor, 

Investment Representative

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Sandra (Siying) Zuo

Financial Security Advisor, 

Investment Representative

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Tony (Xulong) Ye

Financial Security Advisor, 

Investment Representative

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Anita (Yang) Yang

Financial Security Advisor, 

Investment Representative

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Ferris (Rui) Fan

Financial Security Advisor, 

Investment Representative

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Murray Smith

Strategic Consultant

You Are Our Priority

Whether it's insurance, retirement planning, or investment decisions, our role is to help you make confident and informed choices without the pressure.

As commission-based advisors, our success is directly tied to the relationships we build and the value we provide, which means your long-term success is always our priority.

Our Valued Partners

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Let's Build a Strategy That Works For You

Whether you're exploring your options, reviewing your current plan, or simply looking for clearer guidance, we're here to help you move forward with confidence and clarity.

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