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 2004. I help clients succeed by being their trusted advisor and helping them reach their financial goals.

I live in Irvine, and serve clients in Orange County, Los Angeles and Inland Empire. I enjoy traveling and have visited more than 40 countries. I served as a treasurer for the LA Mission and corporate advisor for foster kids with an organization called Kids in the Spotlight. I have also served as corporate advisory board member for the Asian Business Association of Orange County.

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

Education

  • Metropolitan State University: Bachelor of Arts, business management
MY OFFICE

 

4100 Newport Pl Suite 900
Newport Beach, CA 92660

advisor address map to4100 Newport Pl Suite 900
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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.