I am a financial advisor based in Orlando, Florida, focusing on helping individuals and families achieve their financial goals. With extensive experience in financial planning and investment management, I provide potential solutions to help ensure your wealth grows securely and sustainably over the long term.
As a fluent Mandarin speaker, I am proud to serve clients from diverse cultural backgrounds, offering clear and professional advice. Whether you're planning for retirement, managing investments, optimizing taxes, saving for your children's education, or preserving your assets, I am here to guide you every step of the way.
Located in the heart of Orlando, I am dedicated to understanding your unique financial needs and helping you navigate the complexities of the financial world. My goal is to empower you to make confident decisions that align with your life goals and aspirations.
If you're looking for an experienced financial advisor who understands your language and culture, I would be honored to assist you. Please feel free to reach out—I’m here to help you build a brighter financial future!
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.
