Joann Yu, CFP

Blessed with a natural aptitude for finances, Joann began her financial planning career in 2007, has achieved MDRT status since 2009, and was recently awarded TOT MDRT, an exclusive status that only 2% of trusted advisors around the world achieve. By passionately and genuinely caring for her clients, she has gained a reputation as a […]

Dickie Lam

Since 1986, Dickie has helped his clients build their wealth by structuring customized investment portfolios that are tailored to their investing style and risk tolerance. As a member of the Million Dollar Round Table, Dickie attributes his success in protecting his clients’ financial security by persistently updating their strategies to the changing financial landscape. His […]

Annie Lau

Annie’s nurturing personality and financial problem-solving skills serve her clients well in crafting highly personalized financial plans. Her attention to each clients’ needs is exemplary and always puts their interests and success at the forefront. Annie’s sense of responsibility and trustworthiness is attested by her being nominated to the National Philanthropy Day 2019’s Outstanding Volunteer […]

James Mok

As a small business owner and entrepreneur, James inherently understands the impact tax erosion can pose to a business, and specializes in succession & estate planning for businesses to help secure the wealth they have built. Along with expertise in creating intergenerational wealth, he is passionate in also guiding the next generation, and believes that […]