At Empath Wealth, being a trauma-aware financial advisory firm means recognizing that financial decisions are often shaped by more than logic — they’re shaped by your history, emotions, and lived experience.

Following the trauma-aware principles of the Missouri Model, we acknowledge that trauma is widespread and can show up in how you relate to money, whether it’s avoidance, anxiety, guilt, or hyper-independence. We don’t pathologize these responses. We understand them.

Rather than rushing to fix or optimize, we begin by creating emotional safety. We meet you with empathy and curiosity, honoring your pace and process. From that place of trust, we work with you to build a financial life that feels aligned, intentional, and grounded in who you truly are.

I work with anyone seeking financial wellness guidance, financial planning, or investment management — whether you're starting fresh or deepening the path you’re already on.

While I welcome clients from all backgrounds, I especially support Highly Sensitive People (HSPs) and those who feel drawn to a more compassionate, culturally aware approach to wealth. As a second-generation Asian American, I’m also attuned to the lived experiences of the AANHPI community, including the emotional layers of money shaped by culture, family, and identity.

You don’t need to have it all figured out — just a willingness to explore.

A Highly Sensitive Person (HSP) has a naturally more responsive nervous system and tends to process emotions and experiences more deeply. HSPs often feel things intensely, notice subtleties, and may be more affected by stress or overwhelm.

Dr. Judith Orloff describes HSPs and Empaths as individuals who are “emotional sponges” — attuned to the emotions of others and deeply affected by the energy around them.

At Empath Wealth, your sensitivity is honored. We create a compassionate space that supports your nervous system and helps you move at a pace that feels safe and empowering.

Want to learn more? You can explore Dr. Elaine Aron’s work at hsperson.com.

Empath Wealth offers three core services, each designed to support your financial life both emotionally and strategically:

• Financial Wellness Guidance – For exploring your money story, regulating your nervous system, and aligning your financial life with your values.

• Holistic Financial Planning – A comprehensive, values-driven approach covering cash flow, savings, protections, investing, tax strategizing, retirement planning, and more.

• Strategic Investment Management – Thoughtfully constructed portfolios using low-cost ETFs and socially responsible strategies that reflect your long-term goals.

Each offering is tailored to your needs, and we’ll work together to find the right blend of support for where you are in your journey.

Holistic financial planning helps you make sense of your financial life, practically and emotionally. It weaves together strategy, values, and lived experience to support decisions that feel both sound and self-honoring.

Depending on your goals and life season, your financial plan may include (but isn’t limited to):

• Annual comprehensive financial plan

• Exploration of your money story and values-based goal setting

• Cash flow and spending analysis

• Debt repayment strategies

• Insurance review

• College savings and education planning

• Support for major life decisions — including career transitions, relocation, sabbaticals, or starting a family

• Portfolio allocation review

• Equity compensation guidance (ISOs & RSUs)

• 401(k) investment monitoring

• Pension payout analysis

• Tax strategizing (in collaboration with your CPA)

• Retirement and financial independence planning

Every client is different. Some focus on just a few of these areas, while others explore more. Together, we’ll create a customized roadmap that supports the life you want to live — at a pace that feels safe, spacious, and aligned.

My investment philosophy is rooted in thoughtfulness, alignment, and sustainability — both emotionally and financially.

I focus on long-term, evidence-based strategies that align with your values, goals, and comfort level with risk. Portfolios are primarily built with a diversified mix of low-cost, passive investments — often using ETFs (Exchange-Traded Funds) that offer broad market exposure with minimal fees. When appropriate, I may include a sprinkle of active investments to capture unique opportunities or align with specific goals.

Whenever possible, I also incorporate socially responsible and values-aligned investments, so your portfolio reflects what matters most to you.

Above all, I believe investing should feel clear, intentional, and grounded, helping you grow your wealth in a way that honors both your financial goals and personal values.

Empath Wealth is a fee-only financial advisory firm.

I charge a one-time onboarding fee and a flat annual fee (paid monthly) based on your needs and the complexity of your financial life. The fees start at $5,000 for the first year and include ongoing financial wellness guidance, holistic financial planning, and strategic investment management — all bundled into one relationship.

Investment management is fully included in the flat annual fee. I do not charge any additional AUM (Assets Under Management) fees.

For those seeking more limited or one-time support, I also offer hourly sessions at $250/hour.

The exact fees will be quoted at the end of our Connection Call, once I have a better understanding of your needs and goals.

I’m a CERTIFIED FINANCIAL PLANNER™ professional with nearly a decade of experience in the financial services industry, including private wealth management.

I’m also a Trauma of Money™ Certified practitioner, trained to recognize how past experiences, identity, and nervous system responses can influence financial behavior. This certification allows me to integrate trauma-aware principles with traditional financial strategy.

In addition, I hold a degree in Economics with a minor in Sociology, which shaped my early understanding of how financial systems interact with individual behavior, culture, and society.

And beyond formal training, I bring a lifetime of lived experience with all things related to money — from navigating cultural expectations to healing my own money story. That journey continues to inform the way I hold space, build trust, and guide others toward clarity and empowerment.

Together, these experiences allow me to offer guidance that’s both technically sound and emotionally attuned — so your financial plan supports not just your wealth, but your well-being.

Yes — I work with clients virtually across the U.S. through secure video meetings.

This allows us to connect from the comfort of your own space, at a pace that feels supportive and grounded. Whether you're in Los Angeles or across the country, we can create a collaborative and compassionate relationship that meets you where you are — no commute required.

We’ll start with a free Connection Call — a gentle, no-pressure conversation to get to know one another, explore your goals, and see if we’re a good fit.

After our conversation, I’ll create a custom roadmap outlining how we could best work together. This may include financial wellness guidance, holistic financial planning, or strategic investment management, depending on what’s most meaningful to you. Because everyone’s path is unique, your plan, pace, and strategy will be tailored with care.

Whether you’re seeking healing, clarity, or structure, this is your space to begin, with support that meets you where you are.