Leadership

Guiding Our Mission

PC

Patrick Choi

Founder & CEO

Leading CAA Financial with a vision for community-first financial services. Passionate about making financial services accessible to all.

SL

Sarah Lee

Director of Insurance

15+ years in insurance. Sarah oversees all insurance operations and ensures clients get the best coverage at the best price.

MG

Miguel Garcia

Mortgage Director

Specializes in first-time homebuyers. Miguel has helped over 500 families achieve their dream of homeownership.

Our Specialists

Expert Guidance

JK

Ji-Young Kim

Insurance Agent

English • Korean

CR

Carlos Rodriguez

Insurance Agent

English • Spanish

TW

Thida Win

Tax Specialist

English • Burmese

AP

Ana Perez

Loan Officer

English • Spanish

DT

David Tran

Tax Specialist

English • Vietnamese

LM

Lisa Martinez

Client Services

English • Spanish

KN

Kyaw Naing

Insurance Agent

English • Burmese

RP

Rachel Park

Loan Officer

English • Korean

We Speak Your Language

Breaking Barriers

Financial services shouldn't require a translator. Our multilingual team ensures everyone gets the help they need in the language they're most comfortable with.

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English
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Español
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한국어
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Join Our Team

Build a Career That Matters

We're always looking for talented people who share our passion for helping others. If you're multilingual, community-minded, and ready to make a difference, we want to hear from you.

CAA Financial offers competitive compensation, ongoing training, and the opportunity to work with a team that genuinely cares about each other and our clients.

View Open Positions
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Ready to Meet Us?

Stop by our office or give us a call. We're real people, and we'd love to help you.

Get in Touch