- Financial Planning
- Investment Management
Fee Only? yes
Santa Monica, California
Fee Only? yes
The reason I got into this profession
My identity is deeply rooted in my family history. My grandparents were raised in luxury in pre-Communist China. That abruptly changed when the Japanese invaded their village during World War II. They were merely teenagers when they were subjected to the terrible realities of war. After fighting the Japanese for three years, my grandparents were forced to leave everything they knew behind to escape the inevitable onslaught of the Communist regime against wealthy landowners. As war refugees in Taiwan, they had nothing but the clothing they wore when they escaped. Despite immense adversity, my grandparents were able to raise my mother and her four brothers and sisters.
My mother took the courage, grit and tenacity modeled by her parents to the United States in pursuit of the American dream. For a number of years, while my sister and I were growing up, my parents worked two jobs in order to keep things afloat. As their cultural ambassadors, my sister and I experienced their frustrations of misunderstanding and being misunderstood by the new country they chose to be a part of. I am in awe of what my parents were able to accomplish; they came here with nothing and were able to send both kids to college, own their home and save for retirement.
I take what we do at Abacus very seriously because I know that many people are like my parents. They’ve worked very hard and want to make sure the fruits of their labors are well cared for. I love that I get to be a part of the stewardship process and work with people who really care. I’m so thankful for the opportunities and privileges that I have because I know I am where I am today because of the legacy of sacrifice from the generations before me.
One thing I’m doing to help the planet I finally moved closer to work! The planet, my psyche and my colleagues are all happier for it.
Outside of work, my passions include Being involved at my church in Hollywood, volunteering at the Downtown Women’s Center (it’s so awesome! check it out!), and being a remedial Ashtanga yoga student.
One goal I’m saving for Another epic adventure! I recently paid for half of my trip to Argentina and Patagonia using credit card points. The primary way I’m advancing my career knowledge I’m a voracious reader. I read everything from the Harvard Business Review to Harry Potter. I also shamelessly ask (sometimes stalk) people that I admire, many of whom work at Abacus, to teach me their awesome ways.
Years of Experience