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, MBA, CMA, CFA

Senior Portfolio Manager

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Richard So, CPA, CMA, CIM, CFA

Senior Portfolio Manager & Wealth Advisor

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Jonathan Yung, CFP®, FCSI, CIM

Associate Investment Advisor

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Elaine Law, MA, CIM, FCSI, CFA

Associate Investment Advisor

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Marcia Zhou, CFP®, FCSI, CIM, BA

Associate Investment Advisor

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Michael Tse

Associate Advisor

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