Katrina is a Financial Advisor at the Pasadena office of Merrill Lynch Wealth Management. She is focused on serving the unique wealth management needs of retiring executives, business owners, and employees with concentrated stock positions — a dynamic group that often faces sophisticated and competing financial demands as they balance professional and personal commitments and goals.
In addition to developing tailored strategies for clients, Katrina works closely with clients' other family attorneys, CPAs, and key members in order to focus on client's total financial picture. Trust, honesty, and committed service are symbols of her appreciation for her clients.
Born in China, received her degree from UC San Diego, volunteered abroad in Central Mexico, Katrina has a keen interest in cultural diversity and the world around her. In her free time, Katrina enjoys reading, traveling, cooking, and spending quality time with her family.
FINRA Registrations
• SIE, Series 7, Series 66
Professional & Community Involvement
Current
• Graduate Mentor, University of California San Diego (Tritons Connect)
Past
• Founding Board Member, Student League
• Board Member, UC Chinese Student Association
• President, Alhambra Mud Club (Ceramic Arts)
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Join us for an informative session on Medicare! Navigating Medicare can be complex, but you don't have to do it alone. Our speakers will break down the basics and answer the frequently asked questions, helping you to feel informed about your healthcare choices.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
