CFA®, CIC, Series 65 Advisory Registration†
Sonny has over 20 years of investment and financial experience, having served as senior portfolio manager, chief compliance officer, and venture capitalist throughout his career path. He works closely with advisors in designing, constructing, and maintaining customized portfolio suitable for each client’s unique needs. Prior to joining Wealth Enhancement Group, he gained valuable experience managing funds at firms such as Pillar Pacific Capital Management, PacWest Financial Management, and Hotung Investment Holdings (Taipei, Taiwan). He is a native speaker of both Taiwanese and Mandarin. Sonny grew up in Kaohsiung City, Taiwan and currently resides in Los Angeles, CA. Outside of work, he enjoys delicious food, traveling, and spending time with his family.
- BS, Cal Poly Pomona
- MS, Boston College
- MBA, Boston College
- Chartered Financial Analyst®
- Chartered Investment Counselor
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† Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.