Lei is on a mission to help her clients feel in control of their finances and be confident that they’re on the right track to achieve their financial goals. She serves clients all over the US and she’s fluent in English and Chinese
She is a Chartered Financial Analyst as well as a Certified Financial Planner®.
Lei came to the U.S. to pursue her Masters Degree in Finance from Washington University in St. Louis. Since then, Lei has enjoyed a career in investment management and has built expertise in investment evaluation, portfolio construction and asset allocation.
Having watched friends and family struggle to find true advocates for their personal finances, Lei discovered that investing, while important, is only a piece of the puzzle in personal finance. That’s when she switched her focus to advocate for her clients’ overall financial wellbeing. Since then, she has enjoyed helping clients in not just investing, but also other areas of their comprehensive financial planning needs, such as tax planning, estate planning and insurance planning.
Lei’s family live in the suburbs of Saint Louis, Missouri. She and her husband Julio love coming up with fun ways to celebrate her two children's Asian and Hispanic heritage, mostly through food. She is also a board member of a local nonprofit.