As a financial advisor at Integrity Wealth Partners, I help people make financial decisions that are aligned with their goals and risk tolerance. I strive to help people understand the relationship between expenses and capacity to take risk.
I graduated from Princeton University in 2013 with a degree in Operations Research and Financial Engineering. I also earned a varsity letter for competing as a member of the wrestling team.
Shortly after graduating, I coauthored “Controlling portfolio skewness and kurtosis without directly optimizing third and fourth moments”. I would like to write additional papers and am actively seeking co-authors to work with. Areas for potential research include planning strategies, investment risk factors, portfolio construction, and the effects of wealth index investing.
I am a CFA® charterholder and in March 2019, I passed the CFP® exam.
San Francisco Bay Area, CA, USA
Member for 1 year
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Last seen Aug 7 at 22:17