Charles Cheung

作为一名助理财务顾问,Charles与首席财务顾问密切合作,维护客户关系,提供优质服务。凭借 20 年的金融行业经验,他坚信值得信赖的财务顾问始终应以维护客户的最佳利益为出发点。 Charles 致力于为客户提供诚信的服务,建立持久的合作关系。

Wendy Dai, MS

Wendy 与Empirical税务经理密切合作,为高净值个人、家庭及其企业提供税务规划和合规服务。 凭借其在税务、金融和风险管理方面的背景,Wendy 致力于帮助客户寻找合理的避税省税机会,实施有效的税务策略进而优化客户的整体财富规划。

Mia Zhao, CFP®

Mia于2012年开始她在金融行业的职业生涯。Mia是一位注册金融理财师CERTIFIED FINANCIAL PLANNER™ professional,擅长领域有现金流规划,退休及教育规划,风险管理,资产保全和遗产规划等。 Mia坚信每个家庭和个人都有自己独特的目标和偏好,所以她致力于和客户一起探索并量身设计出适合他们的财富规划方案。

Mia Zhao, CFP®

Mia began her career in the financial services industry in 2012. She believes that every individual and family is unique in their dynamics and goals. As a CERTIFIED FINANCIAL PLANNER™ [...]

Isaiah M. Paul

As an Associate Portfolio Manager, Isaiah helps create and manage client portfolios for Empirical. Isaiah joined Empirical in 2022. Prior to joining Empirical, Isaiah worked in the alternative [...]

Scott Budgell

With over 25 years of financial services industry experience, Scott is dedicated to helping clients achieve their financial goals. He supports Financial Advisors by facilitating the client [...]

Stephanie Abate

As an Associate Financial Advisor with Empirical Wealth Management, Stephanie works closely with Financial Advisors to assist clients in achieving their short and long-term financial goals. Prior [...]

Mallori Pryse

As Marketing Associate, Mallori executes all marketing efforts to accomplish Empirical’s growth goals. She collaborates with the team to develop and expand Empirical’s digital [...]

Dustin Rue, CFP®

From a young age Dustin had a passion for all things investment. He’s worked as a financial advisor for over 12 years and has been a practicing CFP® certificant since 2018. Dustin enjoys getting [...]

Samuel Platcow

As an Associate Financial Advisor with Empirical Wealth Management, Sam works closely with Financial Advisors to assist clients in achieving their short and long-term financial goals.  He enjoys [...]

William Chan

As a tax manager with over 16 years of experience, William works directly with individuals, families, and businesses to prepare taxes and identify tax minimization opportunities. He works [...]

Mustafa Binns

As an Associate Financial Advisor, Mustafa works closely with financial advisors to assist in the development and implementation of financial plans and investment strategies. He enjoys building [...]