Lijun He

I help clients with financial strategies and investments designed to achieve whatever goals the clients may have. A client's individual goals, priorities, and risk tolerance drive the financial strategy we will build together. 

I provide busy, successful individuals with one-stop shop financial services access. With the investment insights of Merrill and banking convenience of Bank of America, my fellow financial professionals and I work as a team to help clients build, manage, preserve, and transition wealth. Our services include investments, banking, risk management, and access to trust and estate fiduciary services.

Originally coming from an academic background, I have extensive experience conducting research on and working with high-net-worth individuals on their wealth strategies related to philanthropy. I subsequently entered the finance industry with a deep commitment to help people turn their stories into sustainable impact through thoughtful wealth planning and management. I currently hold the FINRA Series 6, 7, 63 and 66 registrations as well as insurance licenses on life, disability and long-term care.

As a mother, wife, and active community volunteer, I understand the importance of saving, investing, and giving as individuals and families.  My approach to the client relationship include:

• Putting client interests first
• Valuing and upholding the client relationship
• Guarding client confidentiality
• Stewardship of client wealth with care, skill, and prudence
• Communications with the client in an honest and timely manner
• Drawing upon some of the best resources and experts to help meet the needs of the clients

Community involvement is an integral part of my life and how I interact with clients and communities. My Doctoral education in philanthropy and my family members' dedicated service to the medical profession infuses me with passion for civic engagement, education, and healthcare. I currently serve as board of directors for the Torrey Project, a social impact investment and catalyst organization in San Diego, and as board of directors for the Matchbox Foundation, a nonprofit supporting education equity in Seattle. I have been a regular speaker on philanthropy for a variety of nonprofits in the U.S. and abroad.


*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.