PROFESSIONAL PROFILE

I work with investors who have long term investment horizons and are interested in owning either individual companies or participation in the growth of the equity market.

I have a degree in accounting from Brigham Young University-Hawaii (81) and an MBA in Finance from the American Graduate School of International Management (83). I hold the CFM designation, and the Certified Investment Management Analyst certificate, awarded by the Investment Management Consultants Association.

Experience includes using trusts and life insurance for buy/sell agreements, estate, wealth transfer and philanthropy strategies, creating liquidity for diversification of concentrated stock positions, and lowering risk with alternative investments.

I am an international financial advisor trained and qualified to help foreign investors living in the US and/or oversea in approved countries - Singapore and China. I speak English, Mandarin, Cantonese, and Malay.

How We Work: Our Process

Establish your objectives
Develop an appropriate strategy
Implement customized solutions
Review progress toward goals

What We Do: Protect and Grow Wealth

Manage investment and cash flow
Control liabilities (loans and mortgages)
Asset allocation and diversification management
Tax exposure minimization
Insurance coordination: life, disability, long-term care, and liability
Retirement account distribution
Estate and trust planning

Clients entrust their financial future with us. We accept this responsibility. Our personal integrity, reputation and heart earn it.