As a Financial Advisor and CFP^®professional at Merrill. I have the rewarding opportunity to help my clients pursue the life they've envisioned for themselves and their loved ones. With the broad capabilities of a world-class institution, and backed by our top-tier research and investment teams, I provide my clients customized advice and solutions, whether it's individual or small business retirement planning, tax and wealth transfer planning.My unique and client-focused experience is based in both the investment and healthcare sectors. Earlier in life, I practiced as a pediatric orthopedist for four years in Shanghai China. I then pursued an MBA degree in the U.S. and started my career in strategic marketing management at world-class medical device and pharmaceutical companies. Later for my family, I became a financial advisor running my own business. With my customer dedication and entrepreneurial drive, I've always enjoyed delivering excellent services and value to my clients.My history of client collaboration and strategic focus has helped me understand the numerous challenges they are facing. These insights help me appreciate and prioritize the immediate and long-term goals for my clients. I help all types of clients, whether it be a biotech startup company, a doctor's office, a small business owner, a retiree, a corporate professional or executive.Outside of work, I enjoy sports and all things outdoors. And fortunately, I travel extensively, with my favorite location so far being the amazing mountains of Banff Canada.* Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2023 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.