Houston, Texas, United States
As a Wealth Advisor at Corient, a leading independent wealth management firm, I provide customized and comprehensive financial planning and investment solutions to high-net-worth individuals and families. I leverage my expertise in income tax planning, retirement planning, estate planning, and charitable giving to help clients optimize their financial outcomes and achieve their objectives. I collaborate with a team of professionals, including accountants, lawyers, and trust officers, to coordinate and implement the best strategies for each client. I hold the CFA, CFP and EA designations, which demonstrate my knowledge and skills in holistic financial planning and wealth management. I have a Bachelor of Business Administration in Accounting from the University of Houston, and a Certified Financial Planner Graduate Certificate from Rice University. I am also an adjunct faculty at the University of Houston, teaching Income Tax Planning course to students in the Masters in Finance Program. I am fluent in Mandarin and bring diverse perspectives and experiences to the team. I am passionate about helping clients make informed and confident financial decisions, and I value integrity, excellence, and client satisfaction.
Teach Income Tax Planning, Estate Planning and Investments to students in the Masters in Finance Program. These courses not only provide students with a deep understanding of income tax, estate planning and investment strategies but also serves as a prerequisite for those aspiring to sit for the Certified Financial Planner (CFP) exam.