My work mission is to help you live your best financial life. This has been shaped by several life events:
- During the Asian currency crisis in 1997, I was terminated from my job in Hong Kong in equity derivates and without income for 3 months.
- Both my grandparents suffered prolonged bouts with Alzheimers and required extensive care and financial resources.
- My father was too anxious about money and a prolonged battle with cancer hindered his ability to enjoy the retirement he deserved.
My resume includes investment expertise spanning asset allocation, portfolio management and risk management from prestigious financial firms ranging from Bear Stearns to Towers Perrin to Lincoln Financial. My credentials include a CFA, CFP. My educational background consists of an undergrad degree from University of Michigan Ann Arbor, an MBA from NYU Stern School of Business as well as a Masters in Taxation from Villanova.
From this background, I will be able to deliver the “textbox” answer to your problems. However, our financial lives are messy often clouded by preferences, life experiences and relationships. I will help guide you through financial issues highlighting the pros and cons of various decisions, and with a disciplined process, technical resources help you lead your best financial life.
While wealth management is my work mission my life mission is my family consisting on my wife and three daughters. Weekends are filled with tennis tournaments, cycling and avid Michigan football fan.