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Top Chinese American Financial Advisors
Asian American Population In The US
The Asian American population in the US is very diverse, with a record 22 million Asian Americans who trace their roots to more than 20 countries in East and Southeast Asia and the Indian subcontinent. By 2000, the Asian population in the US was at 11.9 million. By 2019, it had risen to 22.4 million - an 88% increase in population within two decades.
Currently, Asians make up for about 7% of the total population in the US, the Chinese Americans constituting of a total of about 5.4 million people. That's 24% of the total Asian population in the US. The Asian population in the US is projected to reach approximately 46 million by 2060.
Anh Tran
Anh Tran is a certified financial planner, an estate planning attorney who is also a managing partner at SageMint Wealth. She works with high net worth individuals, families and businesses owners where she advises them on proper financial planning. She also helps her high net worth clients when it comes to all matters retirement planning as well as estate planning. She is passionate about working and supporting women, the LGBTQ+ community and people working in the technology space.
She started out her career as an attorney at Goldman Sachs where she worked under the private wealth management division. Eventually, she became Vice President of Financial Counseling at the same firm. While working at Goldman Sachs, she provided personalized financial services and tax and investment counseling services to senior executives at Fortune 500 companies and high-net-worth families on matters. In the same capacity, she also gave guidance on employee benefits, stock options and estate planning.
She's a California resident and during her free time, she enjoys hot yoga, cycling, cooking, traveling, and outdoor activities.
Elijah Souza
Elijah is a Certified Financial Planner and an Investment Advisor Representative at Gerber Kawasaki. His main focus is on working with individuals and families who are looking for custom portfolio management services, comprehensive financial planning, retirement income planning, family insurance protection and estate planning.
Growing up in Hawaii with Filipino and Portuguese roots, Elijah grew up seeing his parents work so hard but never getting the compensation that they deserved. He also remembers watching people from all over the world go to Hawaii and buy their dream beach homes. He always wondered how they were able to do it. Because of that, he went to school and learnt how to do it and help other people have access to resources that would allow them to reach their goals.
As a financial advisor, he prides himself in working tirelessly for his clients and his generosity towards people.
Marguerita M. Cheng
Marguerita M. Cheng is the founder and CEO of Blue Ocean Global Wealth. Prior to founding Blue Ocean Global Wealth, she worked as a Financial Advisor at Ameriprise Financial and an Analyst and Editor at Towa Securities in Tokyo, Japan. Previously, she was also the spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Investopedia & Kiplinger.
She was awarded the Ameriprise Financial Presidential Award for Quality of Advice. In 2017, she was ranked the 3rd most Influential Financial Advisor in the Investopedia Top 100. Capital Region Minority Supplier Development Council (CRMSDC) also named her as among Top 100 Minority Business Enterprise (MBE®).
As a certified financial planner, Rita engages policy makers, the general public, the media and policy makes and eductes them on the benefits of ethical and competent financial planning.
Sandra Cho
Sandra Cho is the Founder and President of Pointwealth Capital Management, a boutique wealth management firm in Encino, California. The firm specializes in comprehensive management of generational wealth. With 15 years of experience under her belt, Ms. Cho has consistently emerged in the top 5% of financial advisors nationwide. In California, she's currently ranked #3. She's also a member of FINRA/SIPC and a Registered Representative with, and securities offered through LPL Financial.
She currently manages over $150 million and the clients that she manages span over various industries including Fortune 500 executives, NBA coaches, families as well as millennials.
In addition to being a financial advisor, she's also a mother of 4 amazing children, can speak conversational French as well as play the cello.
Sean Yu
Sean Yu is the leader and Managing Director of The Sean Yu Group at Morgan Stanley Private Wealth Management. Originally from Taiwan, Yu helps first-generation immigrants from China and Taiwan manage their wealth. Most of his clients, he says are living the American dream and are in pursuit of more ways and avenues to grow and maintain their wealth.
When he first launched his business in 2003, he says that it's that particular segment of clients that enabled his business to grow. He's since added more clients to his portfolio, who unlike his initial clients are coming to the US with huge amounts of money, ready to invest in lucrative ways that will yield good returns. Typically, such Chinese nationals are usually looking to diversify their portfolios by accessing the US markets.
Yu is also involved in philanthropy work and social leadership activities. He is the founder of the Taiwanese American Scholarship Fund and he also co-founded the Los Angeles Chapter of The Chinese Finance Association. In 2020, he set up the Sean Yu Travel Fund to help cultivate awareness of new cultures through travel abroad experiences. Additionally, he set up the David Speak/Sean Yu Endowment Fund to help bring distinguished lecturers to campus as well as provide grants for faculty research. He also set up The Sid Sillman and Sean Yu Endowment to provide financial support for students looking to intern in Human Rights and Justice.
For six consecutive years, 2016 to 2020 Yu was named by Forbes Magazine as among the Top 250 Wealth Advisors. He was also ranked among “Top 40 Financial Advisors under 40” for four consecutive years between 2014 to 2017 on Wall Street.
Bay Street Capital Holdings
Bay Street Capital Holdings is an independent investment advisory, wealth management, and financial planning firm headquartered in Palo Alto, CA. They manage portfolios with the goal of maintaining and increasing total assets and income with a high priority on managing total risk and volatility. Although many advisors may focus on maximizing returns, they place a higher priority on managing total risk and volatility.
Our founder, William Huston founded Bay Street after 13 years of supporting the United States' largest retirement plan ($650B) Thrift Savings Plan. He is recognized as Investopedia’s Top 100 Financial Advisors for 2021. In California, only two black-owned firms out of nineteen firms received this recognition. In Scottsdale Arizona, Ekenna Anya-Gafu CFP, AAMS is recognized among the Best Financial Advisors for his responsiveness, friendliness, helpfulness, and detail. Bay Street was founded to advocate for diverse and emerging fund managers and entrepreneurs. In 2021, Bay Street was selected as a finalist out of over 900 firms across the US in the category of Asset Manager for Corporate Social Responsibility (CSR).
Sources
https://www.pewresearch.org/fact-tank/2021/04/29/key-facts-about-asian-americans/
https://www.financial-planning.com/news/asian-american-financial-advisors-see-unmet-potential
https://sagemintwealth.com/team_members/anh-tran/
https://teamgoldenstate.com/founder-president/meet-sandra-cho/
https://www.investopedia.com/marguerita-m-cheng-4692599
https://teamgoldenstate.com/founder-president/meet-sandra-cho/
