Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
28 years of professional experience
- VP - Financial Consultant, Charles Schwab, 1998-present
- Financial Advisor, Prudential Securities, Inc., 1997-1998
Education
- M.P.I.A, focus in International Management and Investment, University of California, San Diego, 1995
- BA.s, double major in Chemistry and Economics, University of California, San Diego, 1991
- Fluent in Cantonese and Mandarin
Personal interests and affiliations
- Member of CERTIFIED FINANCIAL PLANNER, Board of Standards, Inc., 2006 to Present