Retire Your Way Dream it, plan it, live it.

Our Team

At Amazing Wealth, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients understand and implement insurance-based solutions designed to support their retirement goals. If you’re looking for a team to help you understand your options and make informed insurance decisions, we’re here to help.

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Simon Chew Founder | CEO

Simon is the founder of Amazing Wealth, LLC. Over the years, he has been featured in Bay Area news outlets such as KTSF 26, TVB USA, ABC 7, and KRON 4. He is a featured speaker at industry events, where he educates insurance professionals and financial professionals on insurance-based retirement concepts, particularly for individuals approaching or entering retirement.

Simon's focus on serving the needs of those who are retired (or getting close) came from watching his parents retire but then lose it all due to poor financial advice. After seeing his parents suffer from that poor advice, he recognized very quickly that traditional financial planning was missing a few parts. Retirement represents a fundamental shift in life and paying attention to the wrong things could set you back many years. This is the mistake Simon's parents made, and he wants you to learn from that mistake.

Brandon Chew Financial professional

Brandon has more than ten years of experience working with individuals and families as they explore insurance-based solutions for their retirement needs. After graduating from Santa Clara University, he began his career in corporate finance before following in his dad’s footsteps. Brandon brings a mission driven process to helping individuals understand their options during the years leading up to retirement. Beyond his professional work, Brandon embraces the motto “health is wealth.” His passion for sports and fitness reflects his balanced approach to life.

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COMPLIMENTARY EBOOK: What Financial Challenges Will You Face?

The world of retirement is changing — especially how we fund it. Many find themselves questioning when, or if, they will be able to retire. Our free, 8-page guide will help you get a head start on your retirement planning by showing you:

  • How an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out how to address them.

  • How the average person spent $146 a year on health care in 1960 compared to the average cost today.

  • How to ask the right questions about retirement, including: How do I make my money last?

Download your free retirement guide now and take the first step toward taking control of your financial future.

Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.

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READ MORE ABOUT Our Services Below

We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.

IRA Legacy
Planning

Tax-Efficient
Strategies

Retirement
Income Strategies

Asset Protection
Strategies

IRA/401(k)
Rollovers

Annuities

Contact Us

Share a few details with us, and you’ll be on your way to our first meeting. We can’t wait to get to know you and your goals and dreams.

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Call Us

415-661-3885

Other Locations

By Appointment Only

1550 Noriega St. Suite 100, San Francisco, CA 94122

42808 Christy St. Suite 112, Fremont, CA 94538

638 Webster St. Suite 420, Oakland, CA 94607