This financial advisor at RBC Wealth Management wants you to move beyond your fears and focus on living your best life.
What is it about you or your business that makes you a local trendsetter?
What sets me apart is that my parents were immigrants so I grew up learning what it was like to have limited resources and earnings, yet still be able to care for a large family through hard work, sacrifice and thrift. My mother literally saved her pennies and taught me the “art of saving,” highlighting the old adage “it’s not what you earn but what you can save that matters.”
What sets you apart in your industry?
What separates me from the pack is that I love simplicity and sticking with the basics. My goal is to guide clients in investing with a sound financial strategy that they can be comfortable with over the long term. I am always mindful that my clients’ best interest comes first.
How are you disrupting your industry and thinking outside the box?
My industry is still only 25 percent female. Clients have expressed a comfort with how I show a more caring and personal interest in both their personal and financial well-being — I call that “financial betterment.” People have a yearning for financial betterment with all that is going on today.
Do you or your business have a unique or notable history in the Bay Area?
I was born in San Francisco and have spent my entire life in the Bay Area. Having worked with my clients for more than 25 years, I am proud to now be serving the needs of the next generation of children and grandchildren of my clientele.
What’s the most interesting new innovation you have come up with?
My unique approach is to problem solve for my clients by listening to their rich stories. I assess each person’s situation to get a deeper understanding of what is most important to them. Only then will I be able to provide customized longstanding solutions.