About Me

Born and raised in Hong Kong. I went to the US for university and started working at Bank of America Merrill Lynch right after. I stayed there for over a decade, across HK and NY and dealt with some of the largest institutions in the world, including most pension funds such as GIC and Temasek. I got my first job when I was 13 and have been learning about personal finances and investing ever since.

10+ years on the trading desk at Bank of America Merrill Lynch in New York & Hong Kong

Institutional trader in 20+ countries, including all of Southeast Asia

Licenses held: FINRA Series 7, 63, 3, 55, HKSI Paper 1, CSI Certified

Check out my LinkedIn

Why am I doing this?

I have always been fascinated by what people do with their money. So much is based on uncontrollable factors of life: childhood, timing, careers etc. I happen to be raised by a single mom, I graduated from college a year early in 2007, and I started my career in a bank; all of these factors had a massive influence on my relationship with money.

I started financial coaching in 2014, mostly for friends and family, because I cared and understood its importance. People work so hard for their money yet they don’t know how to manage it. I hated hearing people say they didn’t know what to invest in, seeing people lose money, or worse, in debt. We earn money because it gives us options in life and just like every other important decision in life, understanding your options in finance makes all the difference.

Everyone can have a high financial IQ and confidence in managing their own money. It gives you the ability to grow your wealth exponentially and achieve financial freedom. Just because personal finance isn’t a subject taught in school, or money is a taboo topic in society, or interest rates now make growing wealth so much harder than previous generations — it should not stop you from empowering yourself.