I am a Certified Financial Planner ™. My mission is to help my clients to make educated decisions to reach their life goals and protect them from unnecessary risks.  I am committed to building long-term partnerships with my clients based on trust and care and providing the best possible client experience. I joined SeaCrest Wealth Management in order to provide my clients with unbiased solutions.  I use Charles Schwab, one of the nation’s leading providers of financial services, as the custodian of my clients’ asset.

My practice focuses on providing comprehensive financial services to young professionals, women, retirees and her naturally affiliated Asian American community. The planning process begins with a deep understand of each client’s unique situation and their values, beliefs and objectives.   I help my clients develop customized financial plans with strategies that address many aspects of their financial lives, including:

• Wealth Management
• Sudden Wealth
• Employee Stock Options
• Retirement Planning
• Estate Planning
• Life Transition
• Qualified Plans
• Risk Management
• Education Planning

Before realizing my passion in financial planning and establishing a goal of serving my community, I had a successful career in the information services industry working at Stanford University, Teradata, Dun and Bradstreet and IBM.  I attended Pepperdine University for my B.S. and UCLA for my MBA.  While attending Smith Barney’s vigorous capital markets training, I also completed the Personal Financial Planning Certificate Program at UC Santa Cruz.  Prior to joining SeaCrest Wealth Management, I was a Financial Advisor at Morgan Stanley Smith Barney for 5 years and twice received the firm’s Pacesetter award. 

I am married and have lived with my husband Casey and two children in Menlo Park for over twenty years.  I am an active volunteer in my children’s schools, church, Girls Scouts and Boy Scouts.  I am also a contributing member of the Financial Planning Association and a frequent presenter on various financial topics in my local communities.  A native of Hong Kong, I am fluent in Cantonese and semi-fluent in Mandarin.