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It is my pleasure to serve the financial needs of people in the San Francisco and Daly City area. My experience in the financial industry started in 1995 and I became a Wealth Management Banker in 2017. I hold a Bachelor of Science in finance and banking from San Francisco State University. I am fluent in Cantonese and Mandarin. NMLS# 1019414.
I want to make managing your finances as easy as possible for you. As your Wealth Management Banker, I will partner with an investment professional to bring you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.
Outside of work, I volunteer with Community Youth Center of San Francisco and host financial literacy workshops along with my branch partners. In my free time, I enjoy cultivate my cooking skills by making variety of deserts, exploring and traveling to new and old places and getting together with my family and spend some quality time.
Premium banking services
Home equity line of credit
Secured and unsecured lines of credit and loans
Savings and cash management
Commercial real estate loans
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