ABOUT ME

 

As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.

I've worked in the banking and financial services industry since 2002. I help clients succeed by being a problem solver and support system for their financial dreams and goals. Together with their tax advisors and lawyers, I work with our teams of wealth specialists to build a solid roadmap to achieving their wealth plan, holistically and prudently.

I live in Huntington Beach, and serve clients in Orange County and Los Angeles. I am fluent in Mandarin, Shanghainese and Cantonese. I enjoy sitting on the School Site Council of my children's schools, giving me the opportunity to help shape the learning program for our school's diverse student body. I also enjoy mentoring at Year Up, a nonprofit that provides low income youths the necessary technical skills so they can work for Facebook, Twitter, and start-ups of today. In my free time, I love cooking, traveling internationally and visiting wineries in Sonoma and Paso Robles.

My area of focus: Business owners, Next generation, Women

Education

  • University of San Francisco: Bachelor of Science, marketing
  • Babson College: Master of Business Administration, entrepreneurship
MY OFFICE

 

4100 Newport Pl Suite 900
Newport Beach, CA 92660

advisor address map to4100 Newport Pl Suite 900
RECOMMENDED READING

 

Market news

Stay on top of the changing U.S. and global markets with our market news page. Dive deeper with our daily market analysis, volatility updates and frequent market teleconferences with U.S. Bank investment experts.

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Preparing for potential tax law changes

The Biden administration and others have outlined wide-ranging proposals for legislation that would significantly overhaul current income tax policies. U.S. Bank explains how any changes could impact your own financial circumstances.

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Women, money and influence

It’s time to close the gender gap on investing and increase the number of savvy female investors. A number of studies continue to indicate women struggle with a lack of confidence when it comes to taking charge of their wealth. These resources are meant to support changing that.

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About Private Wealth Management

We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.