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, CIM, 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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