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CPA & InsuranceFinancial advisor in Diamond Bar, CA

CPA & Insurance is a financial advisor at 22632 Golden Springs Dr suit 340, Diamond Bar, CA 91765, ranked #3 of 723 financial advisors in Diamond Bar and rated 4.8 from 111 Google reviews. Open Monday to Saturday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Diamond Bar, CAUpdated 0 paid placements in any rankingHow we rank

Call (909) 479-9639Website ↗

Key facts

Key facts about CPA & Insurance
Address22632 Golden Springs Dr suit 340, Diamond Bar, CA 91765Get directions
Phone(909) 479-9639
Websitewendyliu-cpa.com
HoursOpen Monday to Saturday
Google rating4.8 from 111 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Diamond Bar and 11 towns within 25 miles: Walnut, Chino Hills, South San Jose Hills, Pomona, Rowland Heights, San Dimas, Covina, La Verne, La Puente, Chino and Valinda.

Based in Diamond Bar, CAView on map

Opening hours

Opening hours for CPA & Insurance
DayHours
Monday9 AM – 7 PMevening
Tuesday9 AM – 7 PMevening
Wednesday9 AM – 9 PMevening
Thursday9 AM – 7 PMevening
Friday9 AM – 7 PMevening
Saturday10 AM – 2 PM
SundayClosed
  • Open evenings (after 6 PM)
  • Open Saturdays
  • Open Sundays — no

Questions about CPA & Insurance

How is CPA & Insurance ranked in Diamond Bar?

CPA & Insurance is ranked #3 of 723 financial advisors in Diamond Bar by RFA Score, with 71 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are CPA & Insurance’s hours?

CPA & Insurance is open Monday to Saturday. Its listed hours are Open Monday to Saturday. On Saturdays it is open 10 AM to 2 PM and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does CPA & Insurance serve?

Serves Diamond Bar and 11 towns within 25 miles: Walnut, Chino Hills, South San Jose Hills, Pomona, Rowland Heights, San Dimas, Covina, La Verne, La Puente, Chino and Valinda. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about CPA & Insurance?

CPA & Insurance has a rating of 4.8 from 111 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact CPA & Insurance?

Call CPA & Insurance on (909) 479-9639. The business is at 22632 Golden Springs Dr suit 340, Diamond Bar, CA 91765. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

CPA & Insurance compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
CPA & Insurance (this business)—714.8 (111)YesNo
Herbert Financial Group#1725.0 (370)YesNo14.9 mi
Liberty Debt Relief#2724.7 (1,114)YesNo15.7 mi
Falcon Wealth Planning#4714.9 (296)NoNo14.6 mi

See all 723 ranked financial advisors in Diamond Bar