Given my technology background, I adopt a personalized top down planning process and a systematic approach to manage risk while building your investment portfolio. If you need a partner who can help you make well-informed financial decisions in an organized and analytical way, I will be here and ready to talk in a COVID-safe virtual way.

The following are some of the tools we would utilize in our conversations:
• Graphical tools to help you visualize and quickly understand your current financial status
• Various tools to help you define *your* personal goals
• Portfolio building - risk and return analysis for long-term outlook
• Closed-loop portfolio adjustment and rebalancing
• Various account and investment management program choices that suites your tax, estate planning, education needs in alignment with your current and future stages of life.

Whoever you are, devoted parents, busy professionals or fellow entrepreneurs, my mission is to help you protect and grow your family wealth so that you will have more meaningful time with family, friends and unique interest and passions.

My Personal Interests

  • Hiking
  • Jogging
  • Music
  • Personal Fitness
  • Reading

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

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