Our uniqueness
1
Gain a comprehensive understanding and anticipate the future.
Most financial advisors focus on a single area, but true wealth growth involves both risk and opportunity, and lies in the connections between various stages. I not only possess the top-level design capabilities of financial planning (CFP®), but also have practical experience in real estate, tax (EA), insurance, and lending. This unique knowledge structure allows me to identify the risks and opportunities hidden across different sectors, a strategic perspective that a single expert cannot achieve.
2
We understand finance, and we understand you.
As a Chinese CFP® deeply rooted in the United States, I understand the unique challenges Chinese families face regarding wealth concepts, family succession, and the information gap between China and the US. I can communicate with you directly and without barriers in Mandarin, ensuring that every complex financial concept is clearly understood and every plan accurately reflects your true intentions.
3
More than just suggestions, we emphasize practice.
My background extends beyond financial theory. As a former banker and serial entrepreneur, I understand the entire path to turning a grand vision into reality. My solutions are not only strategically forward-thinking but also grounded in reality, ensuring that every step is clear, feasible, and truly implementable.
Comprehensive Wealth Planning
From a CFP® perspective, I will conduct a comprehensive financial health check for you and create a wealth blueprint that covers all your life goals.
Dynamic tax strategies
Taxation should not be an "accident" at the end of the year, but a proactive strategy for the entire year. I will leverage EA's expertise to integrate tax optimization into every investment and financial decision you make.
Risk Management and Succession Planning
The meaning of wealth lies in its protection. I will help you review your insurance portfolio, establish family protection, and plan ahead for the smooth transfer of wealth, ensuring your hard-earned legacy endures.
Cross-border financial advisor
Tailor-made for new immigrants and multinational entrepreneurs. Solving complex issues such as US-China asset allocation, tax status transition, and overseas asset compliance, helping you make a smooth transition.
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Contact Us
A comprehensive financial plan begins with an open and honest conversation. If you share my philosophy and would like to understand how my unique perspective can change your family's wealth, please feel free to contact me.