Charmy Zhao - Elite Wealth Management

Charmy Zhao

FINANCIAL ADVISOR

Biography

Charmy holds a Master’s degree in International Financial Markets from the University of Southampton in the United Kingdom. She has over 15 years of experience specializing in stock markets and is well‑versed in portfolio strategies. Since joining Elite Wealth Management in 2022, she has focused on retirement planning, tax planning, and estate planning.

Other Advisors

We believe that our greatest strength lies in working together. Our corporate philosophy encourages experienced advisors to mentor new professionals while cultivating a culture of excellence, integrity, and continuous development.

Angela Fok

Founder & President

James Mok

SUCCESSION & ESTATE PLANNING SPECIALIST | COT MDRT, MFA

Joann Yu, CFP

INVESTMENT, CORPORATE & ESTATE PLANNING SPECIALIST | TOT MDRT

Dickie Lam

INVESTMENT & ESTATE PLANNING SPECIALIST | MDRT & AWMA

Nelson Fan, CFP

RETIREMENT & ESTATE PLANNING SPECIALIST | BCOM, PFPC, CFP, MDRT

Annie Lau

SENIOR FINANCIAL ADVISOR

Gary Ng

INVESTMENT & CORPORATE ESTATE PLANNING SPECIALIST | MDRT

Ken Tsai

CORPORATE & CROSS-BORDER TAX SPECIALIST | MBA, CHS, CFP, US IRS-EA: 131100

Eric Hsiao

SENIOR FINANCIAL ADVISOR | CFP, FMA

Shaun Cui

MDRT

Mary Chik

FINANCIAL ADVISOR

Darren Ku

FINANCIAL ADVISOR

Joanna Heung

FINANCIAL ADVISOR

Edmond Ng

STRATEGIC PARTNER | B.Sc., CIP, CFP

Kinson Lai

STRATEGIC PARTNER | BBA, CFP, COT

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