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About

CAIFPA, California Asian Insurance and Financial Professional Association, formerly CAIPA, was formed on January 2, 1986 by a group of Chinese American insurance and financial service professionals. The corporation has established its tax-exempt status under the Internal Revenue Code Section 501 (c) (6).

Our industry had undergone many tremendous changes in the last two decades since this organization was born. To recognize these changes, the board of directors had numerous discussions and considerations during the 2004 board meetings. The new name CAIFPA was finalized in August, 2004. Our members approved this new name during the member’s general meeting/election held on September 30, 2004. Our name change is also approved by the State of California. To date, our active members are growing tremendously in the past few years. We also realize that this number is relatively small considering the size of the financial professionals we have in this community. We need more professionals to join us and work with this elite organization.

This is a non-profit organization. Our biggest vision is to unite the financial industry professionals, and to provide a forum to share our ideas and experiences. We have provided a wide range of seminars and CE courses for our members in different topics with top-notch speakers from this industry.

At the same time, one of CAIFPA’s commitments is give back to our community. In the past, we have donated to a number of charities and provided scholarships to college students who are majoring in this field.

Furthermore, CAIFPA is a MDRT-approved qualified financial professional organization, i.e., any of our members would qualify for a MDRT membership when their production reaches to the MDRT standard.

2018 Board of Directors

Derek Ng

Derek Ng

President

626-872-6882
derek@shorizon.com

Subert Wong

Subert Wong

Secretary

626-807-6068
subert@usnci.com

Kristina Chou

Kristina Chou

Treasurer

714-277-8899
kristinachou@msn.com

Sheila Chau

Sheila Chau

Immediate Past President

    VP - Life
    626-862-2287

    Paul Mak

    Paul Mak

    VP - Membership

      714-584-5456
      paulmak.caifpa@gmail.com

      Cindy Kong

      Cindy Kong

      VP - P & C

        626-307-8682
        cindy@cstinsurance.com

        Charles Lu

        Charles Lu

        VP - Public Relations

          626-458-8777
          lu91754@yahoo.com

          Juliana Zhu

          Juliana Zhu

          VP - Health

            626-786-8318
            juila_hd2@hotmail.com

            Adam Chang

            Adam Chang

            Director / Legal Advisor

              626-578-1300
              chang@kclawgroup.com

              Shirley Yeung

              Shirley Yeung

              Director

                626-379-2268
                shirley@usaia-ins.com

                Ronald Ng

                Ronald Ng

                Director

                  626-205-0881
                  ronaldng.caifpa@gmail.com

                  Gary Shek

                  Gary Shek

                  Director

                    626-780-8322
                    gshek388@gmail.com

                    Contact

                    Contact Info

                    info@caifpa.org
                    CAIFPA

                    Derek Ng, President
                    TEL: (626) 872-6882

                    Subert Wong, Secretary
                    TEL: (626) 300-9000 x 117
                    CELL: (626) 807-6068

                    Kristina Chou, Treasurer
                    TEL: (562) 694-2585
                    CELL: (714) 277-8899

                    P.O. Box 6878
                    Rosemead, CA 91770