As a Financial Advisor, I have been helping both individual and institutional investors since 2001 and I have been treating my practice and serving my clients’ financial needs as an integral part of my passion.
Over 20 years in the financial industry, I have always put my clients’ interest first. By focusing on each client’s unique situation, and utilizing the vast resources and support of Capitol Securities and Raymond James platform and technology, I am fully invested in my clients and take pride in working for a firm that puts you first.
My mission is to provide every client with targeted, comprehensive financial and investment advice and planning services – delivered with the highest level of personal service and professional integrity. Whether you are planning for your retirement, saving for your children’s education, looking to build and preserve your wealth or leaving a value legacy to your loved ones, I can help.
Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event. It is an ongoing process. As your life circumstances change, as well as the ever changing economic, market and political environment, so must be the investment strategies I use to stay on course toward meeting your objectives. That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals.
I grew up in Hong Kong, and earned a bachelor’s degree in chemistry in the University of Hong Kong in 1983. I can also speak Cantonese and Mandarin. Away from work, I enjoy all different types of sports and focus on healthy diet and body health. My wife and I live in Mclean, Virginia with our children, Sharon, Pedro and Alfred.
