Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
I am dedicated to working with individuals, families and business owners to help accumulate, preserve, and transfer their wealth. My approach to managing wealth that begins with listening to a client’s needs and helping to ensure that the financial advice dispensed is grounded in understanding the goals that each client is looking to achieve. I enjoy providing a high standard of service in addition to emphasizing client education. I offer the investment insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America to further address the various aspects of clients’ financial lives.
I grew up in the Glassell Park / Eagle Rock neighborhoods of Los Angeles and obtained undergraduate degrees in Electrical Engineering and in Computer Science from UC Berkeley, and my graduate/MBA degree (Master's in Business Administration) at the UCLA Anderson School of Management. I reside with my family in Pasadena and give back to the local community. In my spare time, I enjoy juggling, hiking, reading, volunteering with various non-profit organizations, astronomy, and traveling (Hong Kong/China, Canada, Mexico, Brazil, Peru, Italy, South Africa, France, and London/UK thus far). I am left handed and enjoy creative projects. One of my most interesting and fun local endeavors included acting in the PhD Comics movie filmed at Caltech.
I follow the deep-seated Merrill tradition of active involvement in the communities we that serve. I currently sit on the Economic and Business Development, and Member Services Committees for the Pasadena Chamber of Commerce; am a member Los Angeles Astronomical Society, and the Planetary Society; I previously served as Vice Chair of Development with the UCLA Fund Chancellor's Society. Some of my various involvement at UC Berkeley include Life Member of the California Alumni Association, Dean's Society, Charter Hill Society, and Engineering Alumni Society; at UCLA I am a member of Chancellor's Associates, Dean's Society, True Blue & Gold Society, Rose Bowl Bruins, and am a Life Member of the Alumni Association.
I am of Toisan-Chinese descent; my secondary languages that I speak include Toisanese-Chinese and Cantonese-Chinese.
I am currently certified as a "Better Money Habits Champion" with Bank of America to deliver financial education presentations to underserved neighborhoods and communities.
English, Chinese, Yue(Cantonese) & Toisanese
B.S., University of California-Berkeley (UC Berkeley) / University of California System
Master's/MBA, University of California-Los Angeles (UCLA Anderson School of Management) / University of California System
Our experts examine the forces that are changing the world – and how they may impact your life
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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 online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.