Our Knowledge is Your Best Insurance™
ISU Insurance Services is a local, privately owned, independent insurance firm capable of handling all of your insurance needs and is one of the top private brokers in the nation*. Our independent ownership allows us to provide you with a high level of personal service while accessing the strengths and resources of a national network to better serve you.
ISU Insurance Services is dedicated to consistently delivering the best value for your premium dollar. With over 100 offices and 1000 professionals coast to coast, the ISU Value Search™ accesses over 350 insurance companies to assure you receive the best combination of price, product and service. More than 80,000 businesses and 3,000,000 families and individuals know from personal experience that Our Knowledge is Your Best Insurance™.
Top US Brokers
Where We Stand
*2008 P/C Premium Written
Source: Insurance Journal Aug 2009
Team
Christina Cheung, CIC, CRM, SPHR, CWCA
Director of Business Development, PartnerChristina’s training and experience have uniquely prepared her to be an expert in helping management teams to navigate the field of risk management and transfer. She is licensed to transact all insurance products and security for companies. She is also certified as a Certified Insurance Counselor (CIC), Certified Risk Manager (CRM) and Certified WorkComp Advisor (CWCA). These unique set of trainings prepared her for her professional accomplishments.
Christina has experience in helping companies through phrases of growth and consolidation. She has the expertise to lay in the foundational protection in risk management for a company to grow from a 100 to over 2500 employees. She can negotiate a quick claim settlement, so companies can adhere to its plan of growth or operation. She has also completed the complicated insurance adjustment in three successful mergers and acquisitions.
Prior to becoming an insurance expert, Christina was part a senior management team of a technology company. She holds the distinction as a certified Senior Professional in Human Resources (SPHR). She has the experience and the knowhow for organizational development, management trainings, and team building workshops. Moreover, she understands the challenges and priorities of management teams in growth oriented companies.
Her experience in the Silicon Valley gives a hand on experience on the area main industries, such as technology and hospitality. She would be your choice strategic partner in managing business risks and transfer of risks through insurance.
George Wei, PhD
Financial AdvisorDr. George Wei is an Investment Advisor Representative with Gateway Financial Advisors, Inc. George has been in the independent financial services business for more than 9 years. He specializes in small business succession planning; retirement planning covering investment, estate planning, tax saving strategies and retirement income distribution plan.
Before becoming a financial advisor, George was with DuPont Company for over 25 years and was the President of DuPont Far Eastern Company in Taiwan, a $100 Million joint venture investment between DuPont and Far Eastern Textile Company in Taiwan. George was also the President of Allied Venture Capital, a venture capital managing company providing investment services across borders within the Asia and Pacific region.
Eva Ng
Commercial Lines Service SpecialistEva is a Certified Insurance Service Representative (CISR), and in the process of obtaining the designation in Commercial Lines Coverage Specialist (CLCS – Dec 2010). Eva has over two decades of experience working with various industry wearing mulitple hats in an office as Administrative Assistant, Accountant and Business Manager. Eva brings with her in-depth knowledge of commercial insurance with emphasis in customer service.
Eva has an insurance license and holds a BA in Economics from University of Alberta, Canada.
Yihua Cao
Commercial Lines Account ManagerYihua is a Certified Insurance Service Representative (CISR) with over 14 years of experience in the banking, Venture Capital and start-up to IPO companies.
As a licensed CISR, Yihua is skilled in handling customer insurance risk placements and serving accounts. Her expertise is in commercial insurance with and emphasis in marketing and negotiating accounts with insurer. Yihua ensures our clients receive the most comprehensive coverage and competitive rates.
Yihua has an insurance license and is also a Commercial Lines Coverage Specialist (CLCS – Dec 2010)
Yihua holds a BA in Administration Management from Shanghai University, China.
Brian Cheung
Business Development Specialist- Technology SegmentBrian holds an insurance license and specializes in the technology industry. Brian is an engineer by trade and has a patent in semiconductor processing. Brian is highly analytical with an exceptional insight and understanding the risks associated with Technology companies. Finding a match for the unique risk in each technology and the appropriate insurance coverage is his strength. He is also our in house expert in auditing for proper workers’ comp class code classification.
Brian holds a BS in Chemical Engineering (UC Berkeley) and MA in Exegesis Theology (Western Seminary).
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Julian Tao
Certified Public Accountant (CPA)Julian’s specialty in corporate tax planning, tax compliance and tax provision.
He started his tax and accounting career with Ernst & Young and PricewaterhouseCoopers. He then moved to Bay View Capital Corporation, a public company with annual revenues of over $700 million, Visa Inc, Fujitsu America and McKesson Corporation as Senior Tax Analyst.
Julian holds a MS degree in taxation.
Roland G. Bergman, CFP®, ChFC®, CASL®
Financial AdvisorRoland Bergman is focused on providing a comprehensive planning approach to a client’s financial needs and has more than 20 years of combined client service experience.
As Financial Planner, Wealth Manager, and Investment Advisory Representative, his area of expertise centers on working with people nearing or now entering retirement, helping them to avoid many common financial, retirement, and tax planning mistakes. He also specializes in the unique planning needs of small business owners.
Prior to his entry into the financial world, Roland held various client relations positions with Oral-B Laboratories, US Sprint, and Pacific Bell.
Roland is a Certified Financial PlannerTM (CFP®), holds a Chartered Financial ConsultantTM (ChFC®) and the Chartered Advisor for Senior LivingTM (CASL®) certification.
He also holds FINRA Series 7, 6, 63, 65 & 31 licenses, and is California Insurance licensed for Life, Variable, Long Term Care, and Annuities.
Ken Szutu
Financial AdvisorKen Szutu is an Investment Advisor and specializes in helping companies select the right 401(k) program to minimize their fiduciary liability. Ken also works with 401(k) program participants so they can properly invest their retirement asset.
Ken believes that “Active Management” of one’s asset is more important in the next few years than ever before. Passive “buy and hold” may not give you the desired result. Ken uses both fundamental and technical analysis in guiding his clients’ investment.
Prior to joining Gateway Financial Advisors, he was an investment Advisor with Morgan Stanley.
Ken holds a MS in Electrical Engineering and Computer Science from State University of New York and BS in Computer Science National Chiao Tung University in Taiwan.
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