Modern Financial Planner Specializing in Asian American Millennials | Brooklyn, New York

Invest in Time. That’s the Real Flex. (I’ll Handle the Math)

Who We’re Built For

Asian American friends, heritage, culture.

Asian American Millennials

A group of colleagues in a meeting room with a whiteboard, discussing campaign strategy. One woman stands by the whiteboard pointing at notes, while three others sit at a table with laptops and tablets, engaged in the discussion.

Working Professionals

Real Estate Investing.

Real Estate Investors/Professionals

Financial Independence, Retire Early. FIRE. Early Retirement. Financial Freedom. FU money

Early Retirees (Financial Independence/Retire Early)

  • CFP
  • XY Planning Network badge with blue background, white text, and a logo featuring a circle with a leaf section, indicating membership and pride in CFP professional certification.
  • NAPFA
  • Fee-Only Network