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Our Team

We Build Long-Term Relationships

Creating an enduring financial plan is not a one-time event. It requires an ongoing relationship with a team that knows your story and guides your journey.

Our Founders

Co-Founder | FLC

Certified Financial Planner,
Managing Director and Co-Founder | FLC

Advisors

Certified Financial Planner,
Senior Financial Advisor

Certified Financial Planner,
Financial Advisor

Certified Financial Planner,
Senior Financial Advisor, CLU CHS

Financial Advisor, EPC

Certified Financial Planner,
Financial Advisor

Jee-Woon Ha

Associate Advisor

Jacob Chang

Associate Advisor

Team

Ivan Yuen

Director of Strategy and Operations

Aviegaile Jaurigue

Investment Solutions Manager

George Ong

Insurance Specialist

Kelly Van

Communications & Events Coordinator

Shreya Shah

Investment Administrator

Efua Aidoo

Administrative Specialist

Imee Chow

Office Manager

Carolina Silva

Administrative Assistant

Smit Shah

Administrative Assistant

Vami Pan

Administrative Assistant

Haelim Seo

Administrative Assistant

Julie Hong

Administrative Assistant

Book an Appointment

Take the first step on your new financial journey.

Book now
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