Martin Thomas Chiu

Current Employers

Employment History

• 01/2000 → Present
  United Planners Financial Services
  Scottsdale, AZ
• 01/2000 → 12/2023
  Personal Financial Services Co
  Los Alamitos, CA
• 03/2010 → Present
  Mamm, Inc (Dba) Vantaquest
  Los Alamitos, CA
• 01/2009 → 03/2020
  Navigator Family Legacy Planning, Llc
  Los Alamitos, CA
• 03/2010 → Present
  Vantaquest
  Cypress, CA
• 04/2005 → 09/2016
  Loy And Ellen Chiu Family Trust
  Seal Beach, CA
• 02/2014 → 01/2017
  Skaz Productions
  Seal Beach, CA
• 11/2003 → Present
  Vantaquest
  Seal Beach, CA
• 03/2020 → 06/2021
  Mamm,Inc. Dba Wealth In Family
  Seal Beach, CA
• 01/1993 → Present
  Marty Chiu
  Cypress, CA
• 06/2021 → Present
  Parakletos, Llc Dba Wealth In Family
  Cypress, CA
• 10/2014 → Present
  Real Estate
  Cypress, CA
• 02/2023 → 08/2025
  Parakletos, Llc Dba Stewardship Iq
  Cypress, CA
• 10/2022 → Present
  Marty Chiu
  Cypress, CA

Other Businesses

1.) VANTAQUEST - PRESIDENT, FOUNDER - CONSULTING - CYPRESS, CA - SINCE 03/2010 - NOT INVESTMENT RELATED 2.) VANTAQUEST - WEALTH CONSULTANT - DBA NAME FOR MARKETING PURPOSES ONLY - CYPRESS, CA - SINCE 11/2003 - INVESTMENT RELATED 3.) MARTY CHIU - SOLE PROPRIETOR - NON-VARIABLE INSURANCE - CYPRESS, CA - SINCE 01/1993 - INVESTMENT RELATED 4.) INSTRUCTOR - TEACHER - INSTRUCTOR - WESTMINSTER, CA - SINCE 03/2017 - NOT INVESTMENT RELATED 5.) PARAKLETOS, LLC DBA WEALTH IN FAMILY - CONSULTANT - CONSULTANT FOR FAMILIES - CYPRESS, CA - SINCE 06/2021 - NOT INVESTMENT RELATED 6.) REAL ESTATE - OWNER PROPERTY MGR. - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - CYPRESS, CA - SINCE 10/2014 - INVESTMENT RELATED 7.) MARTY CHIU - SOLE PROPRIETOR - PREPAID LEGAL AND ID THEFT MEMBERSHIPS - CYPRESS, CA - SINCE 10/2022 - NOT INVESTMENT RELATED

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-12-17
• S65 Uniform Investment Adviser Law Examination
  1999-12-13