Senior Vice President, Private Wealth Adviser
US Bank
As a Private Wealth Advisor, Alice is responsible for providing comprehensive wealth management strategies tailored to her clients’ specific needs. These strategies encompass Investment Management, Private Banking, Trust and Estate Services, and Wealth Planning. Alice takes the time to understand her clients’ unique needs and directs teams of specialists — often working closely with other client advisors, such as attorneys and accountants — to provide services that help her clients work toward their goals.
Alice began her career in the investment and private banking industry in 2002. Prior to joining U.S. Bank Private Wealth Management, Alice worked as a Relationship Manager with HSBC Private Bank and Bank of America Private Bank (formerly known as US Trust) in San Francisco. Her professional background includes building strong relationships with her clients and developing strategies to assist them with both their personal and business needs. Alice has spent much of her career working with corporate level executives and business owners in the tech industry, as well as real estate investors. In addition, she is working toward her Certified Wealth Strategist and CERTIFIED FINANCIAL PLANNER™ designations.
Alice is an active member of her community and fosters dogs with Wagmorepets, MuttsinNeed and Doggie Bonez Rescue. She regularly volunteers with Love the Kids and is a member of the Asian Business League.
Alice resides in Orange County with her family. She enjoys traveling and hiking with her three dogs during her spare time.