I founded KW Wealth Management to provide boutique wealth management expertise to clients in the greater Sacramento area. As a fiduciary, KW Wealth Management is committed to the financial success of its clients and upholds the highest standard of care as set forth by the fiduciary standard. 

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At KW Wealth Management, both financial planning and investment management are done in-house. This approach allows my firm to provide cost-efficient and seamless wealth management services without sacrificing personalized client experience. 

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Within five years of founding my firm, KW Wealth Management became one of the fastest-growing wealth management firms registered in California. Thanks to the support of my clients, the firm continues to grow and was registered with the Securities and Exchange Commission in 2024. ​​​​

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Before launching KW Wealth Management, I served as Vice President and Senior Financial Consultant at Charles Schwab Corporation, where I managed an $800 million portfolio and provided strategic advice to high-net-worth clients. Prior to that, I honed my financial operations and market intelligence expertise with  nearly decade-long experience at E-Trade. There, I served as Manager of Asia Pacific Relationship Management and Mutual Fund Operation Analyst, leading a global team of bilingual stockbrokers across European and Asian markets. ​​​​​​​

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I am a current member of the CFA® Institute. I hold a B.S. in Finance from California State University, Sacramento, and an MBA from the University of Phoenix. I have completed the education requirements for the CFP® certification and hold multiple FINRA licenses.

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Fluent in English, and Chinese, with knowledge of sign language and Japanese, I enjoy connecting with clients across cultures. As a parent, I have fun mixing personal and professional interests, when I blog about youth financial literacy,