Managing Director–Wealth Management
Private Wealth Advisor
With more than 27 years of experience in the financial services industry, Ting is dedicated to helping clients navigate the complexities of wealth management through a thoughtful, personalized approach. She believes every successful financial strategy begins with listening—taking the time to understand each client's unique goals, values, and aspirations. By gaining a deep understanding of both short- and long-term financial objectives, Ting develops customized strategies designed to help clients achieve lasting financial success.
Ting serves a diverse clientele, including individuals, families, corporations, endowments, and foundations, providing guidance tailored to each client's unique circumstances and objectives.
She earned her bachelor's degree in Biochemical Engineering from National Huaqiao University in 1992 and her MBA, with concentrations in Financial Management and International Business, from the University of San Diego in 1998.
Outside of the office, Ting enjoys meditation and is actively involved in volunteering with local nonprofit organizations dedicated to promoting community health and wellness.
California Insurance License #0C51813
UBS Insurance Agency #0512985
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Managing Director–Wealth Management
Private Wealth Advisor
With more than 27 years of experience in the financial services industry, Ting is dedicated to helping clients navigate the complexities of wealth management through a thoughtful, personalized approach. She believes every successful financial strategy begins with listening—taking the time to understand each client's unique goals, values, and aspirations. By gaining a deep understanding of both short- and long-term financial objectives, Ting develops customized strategies designed to help clients achieve lasting financial success.
Ting serves a diverse clientele, including individuals, families, corporations, endowments, and foundations, providing guidance tailored to each client's unique circumstances and objectives.
She earned her bachelor's degree in Biochemical Engineering from National Huaqiao University in 1992 and her MBA, with concentrations in Financial Management and International Business, from the University of San Diego in 1998.
Outside of the office, Ting enjoys meditation and is actively involved in volunteering with local nonprofit organizations dedicated to promoting community health and wellness.
California Insurance License #0C51813
UBS Insurance Agency #0512985
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Wealth Strategy Associate
Jenny brings more than 25 years of experience in the financial services industry. In her role, she is dedicated to delivering proactive, efficient client service while fostering and strengthening meaningful client relationships. Her extensive knowledge of available resources and solutions has enabled her to build long-standing relationships founded on support, responsiveness, and trust.
Jenny received her bachelor's degree in Sociology from the University of California at Santa Cruz in 2000.
In her free time, Jenny enjoys exploring new destinations and creating lasting memories with her sons, Andrew and Jacob.
Education
Senior Wealth Strategy Associate
Jenny brings more than 25 years of experience in the financial services industry. In her role, she is dedicated to delivering proactive, efficient client service while fostering and strengthening meaningful client relationships. Her extensive knowledge of available resources and solutions has enabled her to build long-standing relationships founded on support, responsiveness, and trust.
Jenny received her bachelor's degree in Sociology from the University of California at Santa Cruz in 2000.
In her free time, Jenny enjoys exploring new destinations and creating lasting memories with her sons, Andrew and Jacob.
Education
Client Associate
Erica brings over 11 years of experience in the financial services industry. In her role, she oversees a wide range of operational and administrative responsibilities while delivering customer service and support to clients. Through her dedication, responsiveness, and attention to detail, Erica has cultivated strong, lasting relationships with our clients.
Erica received her B.S. degree in Nursing from First Asia Institute of Technology and Humanities from the Philippines in 2008.
In her free time, Erica enjoys cooking and traveling with her husband, John, and two kids, Zoie and Little John (LJ).
Education
Client Associate
Erica brings over 11 years of experience in the financial services industry. In her role, she oversees a wide range of operational and administrative responsibilities while delivering customer service and support to clients. Through her dedication, responsiveness, and attention to detail, Erica has cultivated strong, lasting relationships with our clients.
Erica received her B.S. degree in Nursing from First Asia Institute of Technology and Humanities from the Philippines in 2008.
In her free time, Erica enjoys cooking and traveling with her husband, John, and two kids, Zoie and Little John (LJ).
Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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