Financial Advisor at Ameriprise Financial Services, LLC

Financial Advisor at Ameriprise Financial Services, LLC Financial Advisor at Ameriprise Financial Services, LLC My rules for success are integrity, honesty, knowledge and caring.

As a financial advisor, I believe it is essential to invest in time with you to understand your needs before you invest your money. It's also important to identify the level of risk you are comfortable with to create the steps necessary to reach your long-term financial goals. I graduated from Tianjin University in China with Bachelors' degree in material science and engineering, then completed a

Master's degree in chemical engineering from University of Arizona. I have always been passionate about investment and have been investing in stock markets for over 20 years. I understand the most common mistakes individual investors can make, and the bad habits and traits that can stop people from reaching their financial goals. After working as an engineer for over a decade, I decided to pursue my passion in life to become financial advisor to help others attain their financial goals. I focus on helping individuals and business owners with comprehensive financial planning and investment strategies. I speak fluent Chinese Mandarin and English, which allows me to better serve clients from a variety of ethnic backgrounds. When you work with me, you receive:
- 1:1 financial advice based on your goals and needs.
- Personalized recommendations for a diversified portfolio to help protect you from uncertainty.
- Regular meetings to review your goals, progress and investments.
- Anytime access to your investments and digital tools to help you stay on track.

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review ...
08/12/2026

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

08/11/2026

As the 2026 U.S. midterm elections approach, Ameriprise Financial experts share their perspectives on how the results may influence the broader market, economy and investments.

08/05/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

07/16/2026

As we head into the second half of 2026, Ameriprise Financial experts break down key market and economic trends shaping the investment landscape.

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to sched...
07/15/2026

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how w...
06/17/2026

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

06/09/2026

A growing disconnect between two market forces — AI and consumers — may test the recent stock rally. Ameriprise Financial Chief Market Strategist Anthony Saglimbene explains this widening divide and how it could become a key risk for markets going forward.

06/06/2026

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

05/13/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

Address

530 W Bonita Avenue
San Dimas, CA
91773

Opening Hours

Monday 8am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8am - 5pm

Telephone

+19093940409

Website

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