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.
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.
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.