About Intaek
I am a Wealth Management Advisor at TIAA after getting my start in the financial services industry in 2012.
I was raised with the understanding that money does not come without hard work. I joined TIAA to help people like myself. After guiding my family through challenging times, I take pride in understanding the nuances of financial planning and my ability to be able to help others better their lives.
My areas of focus span financial planning, asset management, estate planning strategies, tax efficiency, retirement planning, investment planning, insurance planning, wealth transfer strategies, and income planning. I specialize in working with clients in medicine, academia, research, and non-profits.
I earned my Bachelor of Arts in Business Communications from the University of Pittsburgh.
I am a founding member for Epsilon Sigma Alpha, in addition to having been a member of the Asian Students Association and a Pittsburgh Judo Club Coach.
I was raised with the understanding that money does not come without hard work. I joined TIAA to help people like myself. After guiding my family through challenging times, I take pride in understanding the nuances of financial planning and my ability to be able to help others better their lives.
My areas of focus span financial planning, asset management, estate planning strategies, tax efficiency, retirement planning, investment planning, insurance planning, wealth transfer strategies, and income planning. I specialize in working with clients in medicine, academia, research, and non-profits.
I earned my Bachelor of Arts in Business Communications from the University of Pittsburgh.
I am a founding member for Epsilon Sigma Alpha, in addition to having been a member of the Asian Students Association and a Pittsburgh Judo Club Coach.