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.

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.

04/21/2026

Markets started 2026 under pressure as investors weighed continued uncertainty in the Middle East. Heading into Q2, Ameriprise Financial experts break down recession risk, key emerging-market trends and what recent geopolitical developments could mean for your portfolio.

03/24/2026

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

03/21/2026

Market volatility can often be uncomfortable. To help provide some perspective on today's market activity, read today’s After the Close from .

03/17/2026

Recent developments in the Middle East have created heightened global uncertainty, including for U.S. investors and consumers. Ameriprise Financial Chief Economist Russell Price offers perspective on how the conflict in Iran may influence the markets and U.S. economy.

02/18/2026

Ameriprise Financial Fixed Income Strategist Brian Erickson breaks down the concept of Federal Reserve independence and why it’s essential to the stability of the broader economy and global markets.

01/26/2026

Ameriprise Financial experts explore key economic drivers, stock market trends and fixed income strategies to help you navigate the year ahead.

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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