Dione’s commitment to clients is to help them build a solid foundation on which to make their financial decisions with confidence. Her focus is on forming long-term relationships and addressing all aspects of clients’ financial lives. Dione takes a very hands-on role in following through for clients to make sure their needs are always taken care of with the highest level of attention, and that financial strategies are effectively implemented.

Dione uses a defined process to create individually customized wealth management strategies and provides clients with personalized solutions based upon the clients risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation. Together with a team of specialists in different areas of experience, Dione offers clients a wide range of services based on their needs, including: portfolio design and management, education funding and retirement planning, estate and trust planning services, as well as liability management, tax minimization and asset preservation strategies.

Dione joined Merrill Lynch Wealth Management as a Financial Advisor in 1993.She is a graduate of the University of California Santa Cruz, where she earned her Bachelor Degree in Economics with emphasis in International Business. She also holds the designation of Chartered Retirement Planning Counselor, CRPC.

Dione is fluent in Cantonese, Mandarin and Vietnamese. She enjoys travelling and spending family time with her husband, King, and their two daughters, Shelby & Sydney.