Annie’s focus is on helping clients build customized financial plans tailored to their individual lifestyles and needs. Prior to joining RVW, she specialized in wealth planning with ultra-high net worth families in the private equity industry.
Annie is a CPA and graduated cum laude with a Bachelor’s degree in Economics and a minor in Asian American Studies from University of California, Los Angeles. She and her husband Luke have two children. They are active in the non-profit organizations International Youth Fellowship (IYF) and Gracias Music Foundation (GMF). They enjoy volunteering at leadership camps and strive to bring joy through musical concerts featuring the world renowned Gracias Choir.