As a Senior Financial Advisor in San Jose, California. I pride myself on my service model and my multi language capacity (Mandarin, English). I work with group of select High Net Worth Individuals, Professionals, Business Owners, Startup Companies, Endowment Funds, Engineers and Multi Generational Families helping to plan, preserve and grow their assets. Together I work with clients to explore all areas of their financial life to create a holistic wealth management strategy. Part of the client experience is not only do I provide advice on investments, but I also review liabilities pertaining to the clients to prevent unforeseen risks.
Services we offer include:
* Personal Portfolio Management
* Retirement Income Planning/Estate Planning Services
* Endowment Fund/Non-Profit Asset Management
* Social Governance (ESG) Investing
* Corporate Benefit/Retirement Plans
* Liability Restructuring/Liquidity Solutions through Bank of America
* Concentrated Position Management
* Business Exit Planning/ Succession
* Multi-Generational Education/Planning
* Corporate/Personal Cash Management
* Insurance/Annuities
* Working with Clients Legal/Tax Professionals
* Pre-Post Divorce Income Planning
In addition I also have a passion for helping startup companies and their founders through the entire business cycle from initial funding to exit.
I am a native San Franciscan currently residing in the Bay Area with a passion for Traditional Archery and Classic Car Restoration.
*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.
*Merrill Life Agency's California License Number 0522776
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.
