Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Christopher Leu joined Merrill Lynch Wealth Management in 2012, bringing with him over 35 years of financial services experience and knowledge. Prior to this appointment he was a Financial Advisor with Morgan Stanley (2010-2012). Christopher also has an extensive banking background and has held various senior positions including President & CEO of United Pacific Bank (1996-2003), President & Managing Director for Seyen Capital Markets, Inc. (1993-2003), member of the Board of Directors with Dah Sing Bank (1991-1993) (partly owned by Mitsui Trust Banking Group) in Hong Kong, and Senior Credit Manager with HSBC Group (1986-1991) in Los Angeles where he was head of Credit and Marketing for Southern California. His past experience also includes Senior Advisor-Asia for Prime Income Asset Management, LLC (2003-2010) where he advised on cross-border investments between the US and China. Mr. Leu was also President & Managing Director for Daystar Capital Partners, Inc. (1986-2003). Daystar Capital Partners is an international investment advisory firm based in Newport Beach, California and part of UPB International Capital Ltd. in Hong Kong. Christopher Leu was past President and founding director for the Hong Kong Association of Southern California (1986-present), past Chairman for the Federation of Hong Kong Business Associations Worldwide Limited (2004-2008), an organization with 10,000 members in 24 countries, past member of the Board of Directors for the Los Angeles Chinese-American Sheriff Advisory Committee (2002-2008), and previously served as Commissioner for the Inmate Welfare Commission of the Los Angeles County Sheriff Department (2002-2015). He was previously appointed by the Governor of the State of California as a member of the Board of Directors for the State Assistance Fund for Enterprise, Business and Industrial Development (SAFE-BIDCO) (2006-2009).
Christopher obtained a B.S. degree in Business and a M.S. degree in Systems Management from the University of Southern California. He has completed PH.D course work in the International Political Economy major at the University of Southern California. He also holds Series 7, Series 31 and Series 66 FINRA Registrations. He is a member of the Jonathan Club, Newport Beach Country Club, Child Ambassador for World Vision International and served as a Deacon and Secretary in the Rowland Heights Community Christian Church. He is also a frequent speaker and contributor on subjects related to China and has taught at graduate level on China with the Concordia University.
Korean, Chinese, English, Mandarin & Yue(Cantonese)
University of Southern California
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.