MY INSPIRATION

Growing up, my grandfather was my role model. He immigrated to the U.S. from China as a young teenager in search of the American dream. Through determination and lots of hard work, he achieved this lifelong dream. He retired from a prestigious career in the U.S. Air Force and gave me and my family the opportunities we enjoy today. My grandfather will always be my rock and my security. He has inspired me to be a person that provides those same feelings to the families I serve.

CHANGING LIVES

I always knew that my purpose was to make a positive difference in people's lives. I feel fortunate that I get to accomplish this on a daily basis by helping families to achieve their lifetime goals.

ABOUT US

I am a native of Alameda and am proud to live and work in the community where I grew up. I've been married to my beautiful wife, Annika, for eleven years and give back as a board member of Alameda Education Foundation. In 2020, I was asked to become a regional leader and general partner where I oversee 50-plus branch teams and help lead the direction of the firm. In addition, I was named to the nationwide list of Forbes Next-Gen Best-In-State Wealth Advisors for 2022 by Forbes and SHOOK Research ranking No. 33 in Northern California*. In my spare time, you can find me on the golf course, hiking or running on my treadmill. My office partner, Rosangela, provides exceptional service to our clients and lives in Alameda with her husband, and has two adult sons. She is originally from Brazil and in her free time, loves to cook and be outdoors.

ARE WE THE RIGHT FIT FOR YOU?

We have a process called a discovery meeting where we go through a list of well-prescribed questions to get an understanding about what’s most important to you. Next, there are three potential outcomes. First, we might find that your current advisor is doing a great job, in which case we would recommend you stay put. Second, we might identify gaps in your situation and may invite you to be part of our family of clients; however, we do limit our practice. Finally, if we aren’t the right fit for your situation, we would recommend you to someone we trust in our network.

*Source: Forbes.com 8/3/2022, data as of 3/31/2022

Focus areas

  • LGBT Finances
  • Divorce Finances
  • Wealth Strategies
  • Employee Stock Options
  • Socially Conscious Investing

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Volunteering
  • Running
  • Golfing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat 10:00AM - 02:00PM
Sun Closed

Branch Team

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