- 30+ years investment and financial industry experience
- MBA – University of Rhode Island
- BA – University of Hong Kong
- Affiliated with Wells Fargo Advisors Financial Network since 2023
- Formerly Managing Director - Investments with Wells Fargo Advisors
- Series 7, 63, 65, 2, 26 registrations, variable annuity and life insurance licensedCA Insurance License 0D45230 Resident State CA
Personal relationships and attention to detail are the hallmarks of how I do business. I am passionate about helping people and I take pride in making a difference in my clients’ lives, from striving to help them establish financial security, to guiding them through times of transition, to helping them live their best lives. I hold myself to a high standard in everything I do; my mission is to empower my clients to rely on my focus and I drive to deliver well thought-out, creative strategies that have been thoroughly researched and considered as part of their total financial picture. I aim to double- and triple-check everything I do to maintain my commitment to excellence and to exceed expectations as a conscientious, knowledgeable advisor my clients can trust.
I have been a Financial Advisor with Wells Fargo Advisors since 1996, giving me deep experience and insights that allow me to help guide my clients on a range of financial needs, including wealth management, retirement, insurance and more. I am FINRA Series 7 Registered and licensed by the California Department of Insurance. Plus, I feel my global view and keen awareness of world markets gives me an additional edge as a skilled advisor.
Born and raised in Hong Kong, I first visited the U.S. for the bicentennial in 1976 and moved here in 1979. My wife, son and I call South Pasadena home, where we have lived for more than 30 years. I am a church volunteer and Sunday school teacher. I am fluent in Cantonese and Mandarin in addition to English, and I also speak Chinese. I enjoy reading and following world affairs, and I am an avid world traveler.