Iola has been in the financial services industry for 15 years, helping individuals and families navigate their financial journeys. In 2023, Iola joined Merrill Lynch Wealth Management and The ROK Advisory Group, where she continues to provide personalized guidance tailored to each client’s unique goals. Iola is fluent in Mandarin Chinese and speaks basic Cantonese, allowing her to connect with a diverse range of clients. Iola takes a personalized and thoughtful approach to wealth management, starting with getting to know you, your family, and what matters most to you. By following a disciplined process, Iola helps create strategies that are flexible enough to adapt to today’s ever-changing markets, while providing access to Merrill’s investment insights and Bank of America’s banking and lending solutions. As a Certified Divorce Financial Analyst®, CDFA® professional, Iola also brings extensive knowledge to clients navigating financial transitions. Based in San Diego, Iola enjoys spending time with her son, Tyler, as well as traveling and golfing in her free time. Iola looks forward to building meaningful relationships with her clients and helping them achieve their financial goals.