EstebanWu
Registered Social Security Analyst
1403 N Tustin Ave #170
Santa Ana, CA 92705, US
949-331-2798
Hello, my name is Esteban and I am a Financial Educator and Professional.
I can speak to you in English or Spanish and some Chinese.
Since 2020, I have educated over 2,500 people through free on-line financial education workshops.
My other passions include traveling the world and trying new foods.
I look forward to helping you and many others reach their financial goals and lifelong dreams.
Real Stories from Real People
Most People Leave Money on the Table
96%
Don't Optimize
Very few people get all the Social Security they deserve.
$111,000
Is Lost
The average household is losing $111,000 in potential income.
1 Chance
To Claim
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask a RSSA for details.
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Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask a RSSA for details.
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Widowed
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask a RSSA for details.
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Single
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask a RSSA about your options.
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Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask a RSSA for details.
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Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask a RSSA for details.
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Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask a RSSA for details.
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