The Pillar Pacific Team

Serving the greater San Marino, CA; El Cerrito, CA; and South San Francisco, CA, areas.

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Contact

(626) 286-4029 pillarpacific-info@wealthenhancement.com

Location

2650 Mission Street, Suite 205
San Marino, CA, 91108
(626) 286-4029
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A team behind every plan

Since 1993, our team has provided active portfolio management and total wealth management solutions. We adopt institutional asset management methodologies to construct customized, tax-efficient portfolios diversified by sector, industry, and company size. Our comprehensive services include investment management with individual securities and advanced estate, retirement, tax, and risk management planning, both onshore and offshore. Each client relationship receives dedicated attention from our experienced professionals, including CFA® charter holders, CFP® practitioners, CPAs, and Chartered Financial Consultants®. Our bilingual office offers services in both English and Chinese. Contact us today to learn how we can help you achieve your financial goals.

Meet Our Team

All

Mindy Ying

Senior Vice President, Managing Director, Portfolio Manager & Financial Advisor
MBA

San Marino, CA

+1 more

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Advisory Team

Mindy Ying

Senior Vice President, Managing Director, Portfolio Manager & Financial Advisor
MBA

San Marino, CA

+1 more

Learn More
Roundtable™ Team of Specialists
Client Service Team

Awards & Recognition

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  1. Awarded 7/21/26 for the period March 2025-March 2026.
  2. Awarded 6/17/26 for the ranking year 2026.
  3. Awarded 6/16/26 for the period June 2026–June 2027.
  4. Awarded 4/9/26 for the ranking year 2026.
  5. Awarded 2/25/26 for the ranking year 2026.
  6. Awarded 9/9/25 for the ranking year 2025.
Comprehensive Wealth Management

Every detail of your big picture

Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.

Planning for retirement

Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income. 

 Explore Retirement Planning

Investing with a plan-first mindset

We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.

 Explore Our Investment Approach

Preparing for the unexpected

Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.

 Review My Coverage

Managing my tax strategy

Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities. 

 Explore Tax Strategy

Building my legacy

Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future. 

 Explore Legacy Planning

Creating a financial plan

We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.

 Start My Financial Plan

Where we are

Our offices, one team

The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.

Our Approach

What working together looks like

01

Discover

A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.

02

Plan

A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.

03

Implement

We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.

04

Review

Scheduled reviews each year — and a team that picks up the phone when life changes between them.

Insights from Pillar Pacific Team

What we’re thinking about

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Older man reading book
Financial Planning

Maintaining Financial Literacy Throughout Life

Half of U.S. adults lack basic financial literacy. Learn how to build lifelong money skills, avoid costly mistakes, and stay financially confident through every life stage.
Lily Ku Jul 17, 2026
Couple Walking in Vineyard with dog
Why Wealth Enhancement

One coordinated team, built around your plan

Our advisory teams work best with households that have $500,000 or more in investable assets.

Ready to talk now? Call 763-401-5685.

(Weekdays 8am–6pm Central)

Get your second opinion

Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.

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