Jane is a Registered Representative/Investment Advisor Representative and an Enrolled Agent.
She specializes in Wealth Management.
Wealth management is an investment advisory service that combines other financial services to address the needs of “affluent” clients. To meet the complex needs of a client, a broad range of services—such as investment advice, estate planning, retirement, and tax services—may be provided.
She works with individuals and families to make better decisions that balance current needs with future goals.
While clients vary in age, they all need help sorting out the financial complexities of life and want professional objective advice. The goal is for every client to gain financial peace of mind.
As an independent advisor, Jane can offer a variety of products/services without being tied to any set of vendors. No minimum net worth is required to get started.
With her fluency in Chinese (Mandarin, Hokkien) and Thai, she can better communicate with the AAPI community on their financial needs.
She is particularly sensitive to the needs of female clients in different stages of life who need financial advice.
Prior to her career in the Financial Services Industry, Jane worked in the software industry as a software engineer and a program manager at a Fortune 100 company for over 20 years. She holds a B.S. in Computer Science and three patents in the area of software design.