As a Financial Advisor, I believe in building long term relationships with each of my clients. By truly understanding their needs, I help my clients develop and implement a plan to build, grow, preserve and transition their wealth. With over 20 years of experience in the investment management industry, I offer integrated financial strategies covering the following areas: Investment Planning, Retirement Planning, Risk Management and Estate Investment Planning. I am a member of the CFA institute and CFA Society Seattle. I am also fluent in Mandarin Chinese. During my time outside of the office, I enjoy spending time with my husband and two children, biking, hiking, skiing, or playing tennis indoors on those rainy days. This information is intended for use by residents of AK, AZ, CA, FL, ID, IL, MN, NV, NY, OR, PA, TX, UT and WA states only. CA Insurance LIC #OK45932 NMLS# 2136973 My Webpage: