5706 Cahalan Ave #23891, San Jose, CA 95123

About Us

Success is planned, don't go at it blind.

Our secret is that we have experts for every phase of your and your family's life.

We pride ourselves in creating a blue print that benefits you in a way that echoes for generations after you.

Liquid Equity Partners Was Founded On The Belief That Our Financial Future, No Matter If You Have A Large Family Or Are An Individual, Should Be Predictable, Sustainable, And Secure.   To That End, We Strive To Put Forward Solutions We Recommend To Our Clients That Are The Exact Same Strategies Our Experts Use For Their Own Future.  We Walk In Step With Our Clients Which Gives Us The Confidence To Know We Are Always Putting Our Clients Interests Above All Else.

We Explore

We want to understand you, your goals, your obstacles and everything else in between.

We Educate

We have many tools and solutions, but we believe in teaching you what will work for your situation.

We Empower

We put the plan and the tools at your disposal to start the change that will improve your business and/or life.

We Enhance

We give you on-going support and assistance.  We believe that your our client for life and we will help you keep moving in the right direction.

We love what we do.

Our company is built with our client's needs first. When you succeed, we succeed.

We can help you get in position in life that will far exceed the "trial and error" or "do nothing" methods most use. We believe that you can achieve more, let us help.


Duc Quach, Founder

Duc Quach is an active community leader that has helped individuals and businesses increase their ability to grow strong financial assets. He believes in humbly serving people in a way that makes a large impact. This includes developing programs that give individuals and business owners free financial education and encouraging community generosity to local charities.

Duc is motivated by helping people. His goal to develop and help his clients stems from his parents. Duc’s parents, first generation United States citizens from Vietnam, had hopes and dreams of creating a new life in the United States. Like most people his parents bought into various financial products, but again, like most people they did not have the knowledge to fully utilize the benefits of the products they were sold. Having the right education and guidance would have reduced his parents workload and increased their quality of life.
Duc made it his goal to better educate himself about different financial services and pass along his knowledge. Duc spends a considerable amount of time with each of his clients building to perfect their own financial plan, explaining and letting them understand how to grow their assets. He has created financial service tools, including his signature Living Benefit Accounts, Business Pension Plans and Private Lending practice to create more value and income opportunity for his clients.

Beyond Business
Duc Quach is a father with a young son and daughter, which he raises with a foundation built on his Christian Faith with his loving wife. He believes in giving back to his community and contributing in any way he can. He is committed to volunteering, working with various ministries and currently serves on the San Jose Police Foundation Board

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John Montoya, Partner

John Montoya began his career in financial services in 1998 and is one of only a few advisors nationwide who is both an Infinite Banking® and Bank On Yourself® Authorized Advisor. John is licensed in over 45 states and is dedicated to implementing wealth and income maximization strategies to clients nationwide via the internet and in person for those local to the San Francisco Bay Area.
John holds a B.A. from the University of San Diego. In 2013 John co-authored “The Secret to Lifetime Financial Security” with New York Times Best-Selling author Pamela Yellen and was added to the National Academy of Best-Selling Authors website.

John is a firm believer in community development. In his free time John is a U.S. Soccer licensed soccer coach for Mustang Soccer League in the city of Danville, California. He devotes a portion of his time in developing young players in teamwork and leadership.

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Estate Planner

Tax Professional

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Financial Strategist