Sr. Wealth Advisor, Director
Jojo began her financial services career in 2014 by providing investment advice, portfolio design, and financial planning advice to both private and institutional clients. As a CERTIFIED FINANCIAL PLANNERTM professional, Jojo is passionate about helping her clients pursue their long-term financial goals. Jojo actively collaborates with her clients’ network of tax, insurance, and estate planning professionals to help ensure that every aspect of their financial plan is integrated and customized to their unique needs, today and tomorrow. Jojo obtained her Dual Master’s Degree from both London School of Economics and the University of Southern California. She also holds the FINRA Series 65 License. Jojo is fluent in English and Mandarin.
235 Montgomery Street
San Francisco, California 94104
100 Pringle Avenue
Walnut Creek, California 94596