Global access. Strategic solutions.

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With over 26 years in the financial services industry, Ting focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. She develops strategies and advice for clients by understanding their short and long-term financial objectives.  The community that Ting serves includes individuals, families, corporations, endowments and foundations.  

Ting received her bachelor's degree in Biochemical Engineering from National Huaqiao University in 1992 and her MBA with focuses on Financial Management and International Business from the University of San Diego in 1998. 

When not in the office, Ting is meditating or volunteering in local non-profit organizations which focus on community health awareness.

• Forbes America’s Top Women Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

• National Huaqiao University, Bachelor's, Biochemical Engineering
• University of San Diego, MBA, Financial Management and International Business

• Private Wealth Advisor
• Chartered Retirement Planning Counselor
• Retirement Plan Consultant

• CA
• FL
• GA
• IN
• MA
• MI
• NM
• NV
• NY
• OR
• TX
• UT
• VA
• WA

Jenny has over 24 years of experience in the financial services industry.  In her role on the team, Jenny focuses on offering efficient and proactive client service, and building and nurturing client relationships.  She has built long-standing relationships with clients through an extensive understanding of services available to them.

Jenny received her bachelor's degree in Sociology from the University of California at Santa Cruz in 2000.

When not in the office, Jenny is traveling and spending time with her sons, Andrew and Jacob.

• University of California at Santa Cruz , Bachelor's, Sociology

Erica began her career in the financial services industry in 2015.  In her role on the team, Erica is responsible for various operational and administrative tasks, in addition to providing clients with a high level of service.

Erica received her B.S. degree in Nursing from First Asia Institute of Technology and Humanities from the Philippines in 2008. 

In her spare time, Erica loves to cook at home or travel with her husband and two kids

• First Asia Institute of Technology and Humanities, B.S Nursing