| LPL Financial Advisor Welcome to my Web site -- an information resource striving to help you gain more knowledge about personal finance. There are financial resources that can help you get a clearer picture of where you stand and where you're headed. There are ample timely investment related articles and researches. |
I was born and raised in Shanghai, China. After receiving a BA of Economics from Shanghai Foreign Trade Institute (SIFT), I continued my dream of higher education and became an overseas student of Economics at Freiburg University in Germany.
In 1995, I moved to Vancouver, BC. Upon receiving a Diploma of Marketing Management from BCIT, I started to work for the RBC Royal Bank. My six years of experience as a Registered Banker helped me finding my passion in the investment industry. I find it extremely fulfilling that I am able to use my knowledge to help people with their financial goals.
In 2004, I moved to Seattle, WA and soon became a Financial Advisor with Edward Jones and Waddell & Reed in Lynnwood WA. For the next 15 years, I built a successful investment branch and solid clientele from scratch by helping people build a sound financial future.
in 2021, after working for over a decade in the investment industry, I continue my passion as a Financial Advisor with LPL Financial. I continue to advise my clients in the areas of: Cash Management, Risk Management, Retirement Planning, Education Funding, Tax Planning, Estate Conservation, and more.
Providing excellent customer service has and always will be my highest priority. I know that long term, trusting relationships are the foundation of a successful money management practice. My years of working experience and my worldly background have enabled me to understand the broad world market and economy in depth. Please join me for a free, no obligation financial consultation. I would love to get to know you and your financial goals. Together we can find a suitable investment and financial strategy for you and your family.
LPL Financial is not affiliated with any other entities referenced. 09/19