Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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.
Chinese, English, 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
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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.