I am dedicated to building long-term relationships with my clients, making a difference in their lives and helping them reach their goals.  I offer a broad portfolio of financial products and services, as well as individual insurance protection, for high net worth individuals, families, businesses, and institutions.  Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. I pride myself in getting to know each client, so that I can understand their individual needs and what really matters most to them.  This helps me recommend products and strategies designed to meet your current, and more importantly, future needs.  I will help you:

• Define your personal financial goals
• Develop a financial strategy that can help you achieve these goals
• Recommend suitable products and solutions based on your own tolerance for risk and time frame

Education

Stanford University BA with High Honors (1991-1995), Stanford University MA (1995-1996)

Hobbies

In my free time, I enjoy spending time with my son, playing golf, watching sports, discovering new food & wine experiences, listening to jazz and good music, and of course, reading investment books and studying the financial markets!!

Affiliations & Memberships

Chartered Alternative Investment Analyst (CAIA)--Bay Area Chapter Executive, Chartered Financial Analyst (CFA) Institute, CFA Society San Francisco, Association of Asian American Investment Managers (AAAIM), Stanford Professionals in Investing & Finance (SPIF), Financial Executives International (FEI), Ascend Global Leaders, San Francisco Bond Club, The Financial Executives Networking Group (the FENG)