CBC Life Financial Services | Empowering Generational Wealth & Tax-Efficient Planning
At CBC, we are more than just a financial services firm — we are a trusted partner for high-income professionals, business owners, and immigrant families navigating the complexities of U.S. tax, insurance, and legacy planning.
Headquartered in the Bay Area, we operate as a boutique family office and expert advisory network. Our core mission is to help clients build, protect, and pass on wealth — with clarity, strategy, and peace of mind.
💼 What We Do:
Advanced insurance and annuity strategies
Tax-efficient retirement and income planning
Real estate and trust-based tax optimization
Legacy, estate, and cross-border family planning
Strategic support for financial professionals and agents
🤝 Who We Serve:
High-income W-2 and 1099 professionals
Real estate investors and business owners
First-generation immigrants and multigenerational families
Licensed financial advisors and rising agents seeking next-level support
We believe financial planning should be personal, proactive, and culturally relevant. Through ongoing education, customized strategies, and a values-first approach, we help our clients grow with intention — and legacy in mind.
📩 Connect with us to learn how CBC can support your growth, your clients, and your future.
Company Details
- Employees
- 4
- Founded
- 2009
- Address
- 333 Gellert Blvd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- cbclifefinancial.com
- HQ
- Daly City, California(CA)
Cbclife Financial Services Questions
Cbclife Financial Services's website is cbclifefinancial.com
Cbclife Financial Services's LinkedIn profile is https://www.linkedin.com/company/cbclifefinancialservices
Cbclife Financial Services has
4 employees.
View email and phone details for 4
employees at Cbclife Financial Services.
Cbclife Financial Services's industry is
Financial Services
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Cbclife Financial Services's categories are Financial Services
Cbclife Financial Services's founding year is 2009
