Christina began her wealth management career in 2012 as a Private Wealth Advisor for Goldman Sachs in Los Angeles. There, she advised ultra-high-net-worth individuals on matters relating to investment management, tax, trust and estate planning, and concentrated stock sale strategies. Prior to joining Mercer Advisors, Christina spent four years working as a client relationship manager for Argosy Wealth Management. Aside from managing client investment portfolios, she advised clients on financial planning matters such as retirement and income planning and tax-sensitive asset-gifting strategies. Christina graduated from the University of California, Los Angeles with a BS in computer science and an MBA from the Anderson School of Management. She currently serves on the board of directors of the Friends of Greystone, a nonprofit organization that restores and preserves the Doheny Greystone Estate in Beverly Hills. Christina speaks English and conversational Mandarin and enjoys spending her free time in and around Orange County with her husband and two young boys.
Newport Beach
620 Newport Center Drive Suite 1030 Newport Beach, California 92660