Family wealth advisor
Office: (415) 966-1133
I began my career in wealth management in 2012, being recruited as a Financial Advisor with Morgan Stanley. While this program is considered extremely challenging with those in the industry, I was able to excel. Working alongside the tutelage of industry thought-leaders, I was able to establish client relationships with assets of roughly $45 million. I was also awarded the Pacesetter Club Membership three consecutive years, which is an accolade for those who "demonstrate the highest professional standards and first class client service.”
It was through this experience that I developed values of client-focus, white-glove service, and the importance of deriving an investment thesis directly from the outputs of a financial plan. It was also during this time that I saw a disconnect between the wealth management industry and putting the client first. I made it my goal to create a structure that clients truly deserve, which is why I founded Legacy Wealth Management Group in March 2018.
Prior to becoming an advisor and while completing my studies, I spent several years in consulting, providing training to corporate executives in Seoul Korea and Hong Kong. I proudly earned a Bachelor of Science in Business Administration from the Haas School of Business at UC Berkeley, and a Master of Arts in Global Political Economy from Chinese University of Hong Kong. I currently live in downtown San Francisco with my lovely girlfriend Lina and our dog, Bogey.