Strategic Wealth for First-Time High Earners:
I’m your strategic financial advisor.
My practice is designed for a new class of investors: first-generation professionals, immigrants, digital creators, and other rising earners ready to turn strong income into lasting wealth.
Today’s high earners often step into wealth without a roadmap. Whether through entrepreneurship, athletic success, digital influence, or career acceleration, many are managing significant income for the first time and seeking clarity on how to grow, protect, and sustain it.
With a background in financial planning and community leadership, I deliver personalized strategies that integrate cash flow management, investment planning, and tax efficiency. For clients focused on long-term impact whether that includes family, philanthropy, or future business ventures I provide the strategic guidance to help them move forward with purpose and precision.
I built my advisory practice from the ground up as a first-generation professional committed to creating lasting impact. Without a roadmap or financial safety net, I had to learn how to build wealth from scratch. The journey shaped how I lead today: with precision, professionalism, and a deep respect for the complexity behind every financial decision.
I became a financial advisor to help others do the same by turning strong income into lasting wealth with clarity and confidence. I also serve in active leadership roles within the Asian business community, helping amplify the voice of underrepresented wealth builders across industries.
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.
