Po is dedicated to helping others. Before his shift to financial planning, Po gained valuable skills in case management and probation work, focusing on youth and community support with organizations like the Community Youth Center in San Francisco and as a Probation Officer in Santa Cruz County.
This extends to his financial planning approach which is helping clients, and their families look at the long-time horizon ahead. Po brings a wealth of experience from top financial institutions, where he led goal-based financial conversations, optimized client portfolios, and trained bankers on client engagement strategies.
In addition to his experience in financial planning, Po was a licensed Life, Accident, and Health Insurance Representative in California. Po is fluent in Mandarin and Taiwanese, which enables him to connect with a diverse range of clients and communities.
EDUCATION & ACCREDITATIONS
- B.A., SOCIOLOGY, SAN JOSE STATE UNIVERSITY (2015)
- CERTIFIED FINANCIAL PLANNER™ CERTIFICATION
COMMUNITY INVOLVEMENT
While he no longer works with at-risk youth directly, this is a cause near and dear to Po’s heart. Setting folks up for success with harm reduction and empathy pays dividends in the end.
LIFE PASSIONS
Po’s been on the move from a young age. He and his family left Taiwan for San Francisco when he was 12. A love for travel was born. He’s studied abroad in Korea and traveled extensively visiting 20 countries and counting.