Our family is an extension of yours

We cherish our team’s unique culture, knowing it provides a safe, family atmosphere where new ideas are welcome, communication is direct, and solutions to our clients’ pressing questions come about quickly and with care.

Yvonne Chan, CFP®, FCSI

Senior Portfolio Manager & Wealth Advisor

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Aeyoung Cho, PFP, CIM, FCSI

Associate Wealth Advisor & Financial Planner

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Jessica Wang, CFP®, TEP

Associate Wealth Advisor & Financial Planner

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Joe Hwang

Associate Advisor

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Cynthia Li

Client Experience Associate

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Photo of Joe Wang

Joe (Yang) Wang

Associate Advisor

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