To be successful, you must first define success. This is different for every client. My work helps clients to identify what they are most passionate about - their definitions of success. I then create a customized financial strategy that will help them reach those goals. They are free to make their own decisions and not be influenced by the stock market or friends' well-intentioned advice. My goal is to help my clients feel confident about their finances and in control of their lives. Working one-on-one, I pledge to not gamble with my clients' money, but rather create a portfolio that suits their needs, risks tolerances, and challenges. Financial literacy is essential to every person's success. I inform clients about my recommendations and the ways they can help them achieve their financial goals. My passion is helping families with special needs or disabilities. The government's program is complex and generous. I assist clients in navigating through it as part of their journey forward. If there are opportunities in our community to discuss this topic, I will be the one to offer education and presentations to both professionals and families. I have the right background to become a financial advisor because of my experience. My first job was as an engineer. I use these skills every day to plan and keep track of my finances. After earning my MBA in finance, I worked five years at a bank until opening Edward Jones' branch in 2001. Judy Liang, Branch Office Administrator, has been working side-by-side since then and is adamant about providing quality service in a welcoming environment. Two of my sons are young adults. My wife and me have them. All of us are triathletes, and we practice together. My sons are capable of doing triathlons on their own, but my wife and me share the experience - she swims while I bike and do relay.