Advisor profile


My approach

As a Private Wealth Advisor running an Ameriprise Private Wealth Advisory Practice, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on trust, integrity, and knowledgeable advice. I will help you streamline your wealth through a comprehensive process of ongoing financial planning and personalized asset management. Through that process, we will help you identify and prioritize your goals, and build a customized wealth management plan to pursue them. Once a plan is in place, I will help you track your progress and make adjustments as your life and the markets change so you can focus on living and enjoying your life. Working together, we'll essentially design a roadmap for your financial life and help you navigate through it to reach your life goals, thereby helping you feel greater financial confidence.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Small Business
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
  • Insurance
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • AWMA® Accredited Wealth Management Advisor℠
  • AAMS® Accredited Asset Management Specialist℠
  • Series 7 License
  • Series 66 License
  • Series 31 License

Education

  • University of California, Los Angeles

Interests

  • Spending time with my family and friends.
  • I love all sports: golf, basketball, football, tennis. I get out to play whenever I can.
  • We try to spend at least a week out in nature every year--camping, hiking, white water rafting.
  • Biking along the beach and kayaking around the harbor are my summertime hobbies.
  • We enjoy traveling and culture, but still have many places on our list to visit!
  • Performing Arts - I attend as many performances as I can as well as volunteer on the Finance Committee of a performing arts non-profit organization.
  • I enjoy wine tasting in Napa and a good single malt.

Community participation

  • I volunteer and donate my time every year to the Second Harvest Food Bank of Orange County where we help package food for the local homeless shelters.
  • I support performing arts in the Asian-American community by volunteering on the Finance Committee for the Board of East West Players non-profit organization.
  • As a member of the Center Club Orange County, I stay actively involved with the local business community.
  • I promote the fine arts in our community by supporting the Segerstrom Center for the Arts in Costa Mesa.

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Forbes Top Next-Generation Wealth Advisors, 2018
  • Ameriprise Circle of Success, 2016-2020
  • Ameriprise Client Experience Award, 2020
  • Five Star Wealth Manager, 2013-2020

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.