The So Wealth Management Group

September 4, 2021

This video contains a reference to one or more advisor titles which are no longer permitted as of December 31, 2021. Please refer to this website, for the advisor's currently approved title.

Irene So

Irene So, MBA, CMA, CPA, CFA

Senior Portfolio Manager

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Richard

Richard So, CPA, CMA, CIM, CFA, CFP

Senior Portfolio Manager & Wealth Advisor

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Jonathan

Jonathan Yung, CFP, FCSI, CIM

Associate Investment Advisor

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Marcia

Marcia Zhou, FCSI, CIM, BA

Associate Investment Advisor

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Michael

Michael Tse, CFP, CIM

Associate Investment Advisor

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Lisa Lee

Lisa Lee, CFP, CIM, FCSI

Associate Wealth Advisor & Financial Planner

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Benjamin Yang

Benjamin Yang, CFA

Associate Investment Advisor

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Kimpton Lai

Kimpton Lai, MBA, CPA, CGA, CFP, CIM, FCSI

Associate Advisor

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