Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
- Insurance3
Kate has been in the financial services industry since 1998. Prior to joining Merrill Lynch Global Wealth Management in 2008, Kate spent eight years at Wells Fargo Investments as a financial advisor where she helped affluent clients manage their financial assets. Kate takes the time to listen carefully, and makes certain she clearly understands all the important matters of her clients both personally and financially. She helps to establish objectives, and develop a customized strategy to address their concerns and needs, both long term and short term. Kate monitors and conducts regular reviews of her clients’ portfolios to help make sure they are on track to meet financial objectives. Kate also works collaboratively and closely with clients’ attorneys, accountants and insurance professionals to help ensure clients have an attainable path to follow to achieve their goals.
Kate holds the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®) professional awarded by Certified Financial Planner board of Standards, Inc. and Chartered Retirement Planning Counselor (CRPC®) by the College for Financial Planning. She graduated with a Bachelor’s degree in Finance and Accounting from San Francisco State University. Kate speaks fluent in Mandarin and Cantonese. Kate enjoys spending time with her family, hiking and cooking. She is a dedicated volunteer at her children’s school.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Mandarin & Yue(Cantonese)
San Francisco State University
Learn more about the highly engaging podcast series from Merrill Lynch
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 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 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 Lynch’s asset aggregation tool
*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.
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.