Your evolving business

As a Financial Advisor and  Wealth Manager located in Southern California, I established my strongest relationships with my global corporates and Ultra High-net-worth entrepreneur clients home and abroad. Drawing on my 24 years' experience and knowledge, I offer customized local and cross-border wealth management solutions and personalized services. These solutions include but not limited to Cash Management, Investment Advisory, Hedge fund, Private Equity and Direct Investments, Lending, Concentration Position Solutions,  Wealth Protection Solutions, Estate Planning Strategies, and Philanthropy Solutions.

I work closely with my clients to develop the wealth management strategies  tailored-made to their needs. I have managed clients' fortunes through 20 market corrections and three recessions. I  manage and protect the continued prosperity of more than 35 successful business owners and their families. I relentlessly seek knowledge to stay equipped to address the issues that impact the clients. I believe there are rare opportunities to make a major impact in the markets, but I am prepared for them every day. I personally meet with every one of my clients to go over their concerns and discuss the potential market volatilities have on the clients' portfolios for their short to long term financial goals. This ensures that I have thorough understanding of the clients' objectives, and have client set the realistic expectations, with an understanding of the risks and rewards inherent in their investments strategies. Client will always be connected to their money when working with me. I stay actively engaged and take a hand-on approach, which enables me to anticipate clients' needs. With proper strategies, client can maintain control over their legacy, while still can do the direct investments. For my clients, wealth is not just net worth, but what they can do with it. I help my clients make their imprints on the world.