You’ve made an amazing life for yourself and your family.
Let’s plan for what comes next.
How Can I Help?
Manage your Investments
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Plan for your financial goals
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Save for education
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A Little About Me
Years ago, my parents moved our young family from Taipei to LA in search of better opportunities. Through hard work and unwavering support, they gave me the best chance to succeed in education, career, and importantly, in life. No matter what we achieved, my parents reminded me to always remember where we came from.
Soon after university, I learned that my parents did not quite have their financial house in order. Their own financial goals had been deferred, simply because they didn’t know what steps to take. That’s why I’m here today – to guide Asian American families toward their financial goals, and show what’s possible.
How Can I Help?
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