Jane uses investment tools and strategies to help clients preserve and grow their wealth. She uses her strong verbal and written communication skills to provide prompt attention and timely service for high-net-worth clients.
Before joining RBC Wealth Management in 2021, Jane was a financial advisor with Merrill Lynch in Pasadena, California and a personal banker with JP Morgan Chase & Co. in Temple City, California.
Jane has a Bachelor of Science degree in finance from the University of California, Riverside, has passed the Series 6, 7 and 66 exams, holds the California insurance license and is pursuing her CERTIFIED FINANCIAL PLANNERTM designation.
Outside of the office, Jane volunteers with the LA food bank to help distribute food to low-income and homeless individuals. She also loves to travel, particularly to Asia. She is fluent in Mandarin, Cantonese and Vietnamese, and thinks the best way to explore and learn about the local culture is traveling by herself. Jane also enjoys cooking in her free time.
