I am originally from Shanghai China and I have been in the Great Seattle area ever since 2009. I have a graduate degree in Engineering and bachelor’s degree in economics. From 2012-2018 I spent 6 years in private equity investment that was focused on Multi Family, Oil and Gas, and Municipal Bond products through Primary Capital LLC and since 2018 I have been focusing on wealth management and helping individual household to plan their wealth and retirement through Primary Assets Management, Sovereign Global Advisors and Merrill Lynch Wealth Management. I have experienced diversified products with different firms and would like to be your guidance when it comes to customization. My services cover from structuring tax efficient investment strategies, seeking financing options for property or business acquisition, conducting retirement and wealth planning, or certified retirement plan for business, or simply just to be a good resource for educational purposes.
I consider myself a numbers driven investment advisor and guidance provider to help you figure out your unique wealth plan that is customized to their situation. Regardless of if it is to grow your wealth with equities or seeking that cash flow for retirement with fixed income products. Or even to complex structured products to fit into business needs. I am passionate to help you figure out that puzzle with a customized unique strategy that will fit into your financial goals.
In the spare time, I am a man with a lot of hobbies, from aqua scaping, to woodworking, culinary and piano, you name it. In my household, my wife takes in charge of the greens at home, I take care of the rest. Wealth management should not be just money managing, I truly believe the personal touch and the care in our line of business, it makes a big difference when you have that someone who can look after your household wealth.
