Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
I focus on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. I provide access to the investment insights of Merrill Lynch and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.
Christopher Leu joined Merrill Lynch 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
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy 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.