Frank Tai

Director of Marketing

Phone: (760) 992-9751
Fax: (818) 743-7739
Mobile Phone: (760) 409-9828
E-mail:

Frank Tai, MBA

Frank Tai received his education at Wichita State University, Kansas earning a Master degree in Economics. Frank entered the financial services industry with The Equitable in 1996 after graduating from college. While at Equitable, Frank gained knowledge in insurance, investment and retirement planning. He then ventured and joined World Marketing Alliance, Inc. (WMA) in 1998 where he acquired strong leadership skills. While with WMA Securities, inc., Frank trained a team of 30+ members.

In 2001, impressed by the ability to offer clients a broader variety of financial products, Frank decided to join World Class Financial, Inc. Frank's analytical skills derived from his Economics education background allow him to find the most suitable plan for his clients' needs.

Frank is fluent in English, Mandarin and Cantonese. He works very well with affluent individuals and business owners. Frank has extensive knowledge in life insurance, annuities and college education savings 529 plans.

Frank's hobbies include golf, tennis, bowling, cars, and computers. Frank maintains membership at Mission Hills Country Club in Rancho Mirage, CA where he plays golf regularly.