Sr. Wealth Advisor
Fanny began her career in the financial services industry in 2007. Her past professional experiences include financial advisor at Raymond James where she provided comprehensive financial planning and investment management for high-net-worth clients. She also served as senior operations manager at AXA Advisors. Fanny earned a degree in Business Administration, with an emphasis in Finance, from the University of California, Riverside. She also holds the FINRA Series 66 License. Fanny is fluent in English, Cantonese, and Mandarin.
235 Montgomery Street
San Francisco, California 94104
100 Pringle Avenue
Walnut Creek, California 94596