Rebecca has been serving clients in the financial services industry for over 17 years and started her career at Merrill Lynch Wealth Management in 2008. She is known for developing strong relationships through personal consultations and advising clients on matters such as wealth accumulation, education plans, liability management, retirement plans, and all other financial related needs. As part of her personal guidance, Rebecca will walk each client through establishing quantifiable goals and a customized strategy using a wide variety of financial instruments.
Rebecca received a BA in business in 1998 from the University of Southern California. She is fluent in Mandarin and is very active with her local Chinese community in Southern California, where she lives. Rebecca's interests include traveling, hiking, reading, and spending time with her children.
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.
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.
