3000 Executive Pkwy, Suite 400,
In 1969, my family left Hong Kong to begin a new life in the United States. As an adult, I’ve taken the values of my youth along with integrity and applied them to my own financial planning business. This allows me to help others not only achieve their goals but protect their families as well. During my 21 years in the financial industry, I’ve achieved the education necessary to assist others make informed decisions. I am a *Fiduciary, Investment Advisor Representative (IAR), hold the Chartered Retirement Planning Counselor (CRPC®) designation and have my Series 6, 7, 63, and 65 registrations. I am also Life Insurance Licensed in California, Nevada, and Arizona.
In my spare time, my life continues to be about family. I enjoy spending time with my two girls, Riley and Jordyn.
*To the extent that I am providing you with investment advisory services, including either financial planning services or ongoing investment advice as part of an LFA investment advisory program (i.e., fee-based managed account) pursuant to a written agreement and related disclosures that describes this investment advisory relationship, I am acting in a fiduciary capacity related to those services under the federal securities laws, in particular the Investment Advisers Act of 1940.