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Khai  Le

With over 24 years of dedicated experience in the financial industry, I am blessed to be in a profession that I started right out of college and am still passionate about today.  Throughout my career, I have sought to understand the intricate nuances of financial wellness, decision-making and goal attainment.

My guiding principles towards wealth management center on being a first-generation immigrant and coming from a family of entrepreneurs and small business owners.  Starting my career with a top financial planning firm in Silicon Valley built a foundation of crafting customized financial solutions that align with unique goals and objectives of high-net-worth individuals and families.  As an advisor, the combination of education and collaboration leads to empowering clients with the knowledge they need to make informed decisions about their wealth.  Additionally, my twenty-plus years in leadership and management roles, including building and leading a team of 50 financial advisors, 12 CFPs and overseeing over $4 billion in assets under management have provided me with a vast set of experiences to deal with scale and complexity.

The financial landscape is ever-evolving, and being a persistent student reflects this reality.  Learning to stay at the forefront of industry trends and market shifts allows me to maximize my experience to adapt strategies that navigate both challenges and opportunities.

My commitment extends beyond financial matters. I understand that being THE trusted advisor carries great responsibility, and I am dedicated to helping families integrate their financial success with their broader life goals, inclusive of legacy planning and philanthropy.

Ultimately, a successful wealth advisory relationship is built on a foundation of trust, integrity, and a shared commitment to defining and achieving financial prosperity. With my wealth of experience and a genuine passion for guiding and educating, I look forward to continuing this journey of empowerment and success alongside the individuals and families I’m fortunate enough to help.