AJ started investing while at high school and was fascinated by the intricacies of the field. After graduating from UC San Diego, AJ started her career as a financial professional. She has focused her career on helping customize tax saving strategies for her clients as it relates to their investments, retirement planning, insurance planning and estate planning.
Finance can be confusing, even more so when struggling with a language barrier. AJ is fluent in Mandarin and is passionate about helping her clients overcome this obstacle. She is driven to help the local Chinese community gain clarity around their finances and prepare for their financial future. If you need help with your finances and want a professional that speaks Mandarin, please call or schedule a ZOOM meeting today to see how AJ can help.
No matter which state you live in, if you need a retirement plan and wish for your financial advisor to speak mandarin, count on her, she’s always happy to help.
Here is AJ’s favorite quote: the three C’s in life are choice, chance and change. You must make the choice, to take the chance, if you want anything in life to change.
Outside of work, AJ is a food enthusiast, who enjoys spending time with friends and family, exploring nice restaurants and trying tasty foods.