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Eugene Choi

Regional Vice President, Partner Programs

CFP®, ChFC®, AEP®

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Eugene’s Locations

Greater San Diego Area

About Eugene

Eugene has over 15 years of experience in financial services and specializes in estate and legacy planning, investment management, and retirement income planning.

Eugene’s career spans time spent with UBS, Fidelity Investments and Commonwealth Financial Network. Most recently, Eugene was the Regional Director for a San Diego based investment firm where he was instrumental in creating the largest and most profitable territory in company history.

Eugene lives in San Diego with his wife, son, and golden doodle.

Education

  • BA, UC San Diego
  • EMBA, University of Nevada - Reno

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One coordinated team, built around your plan

Our advisory teams work best with households that have $500,000 or more in investable assets.

Ready to talk now? Call 763-401-5685.

(Weekdays 8am–6pm Central)

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