Client Advisory


Cecilia is a Principal in the Los Angeles office. Born in Taiwan and raised in Southern California, she helps clients realize their financial goals with their appropriate level of risk. Cecilia brings more than 25 years of experience advising affluent individuals, families and institutions on financial planning, asset allocation and portfolio management. She is also an expert in managing portfolios of exchange traded funds.

Prior to joining Cerity Partners, Cecilia served as a Senior Vice President and Portfolio Manager at Covington Capital Management. Before she joined Covington, she was director and senior portfolio manager with City National Rochdale and City National Asset Management. She’s also held senior positions at California Bank & Trust and Sanwa Bank.

Cecilia is fluent in Mandarin and Taiwanese and is passionate about traveling, movies, art, and tennis.


  • B.S. in Mathematics and Computer Science from the University of California, Los Angeles
  • MBA in Finance with a focus on Investments from the University of California, Irvine


  • Chartered Financial Analyst (CFA)
  • Member of the CFA Society of Los Angeles
  • Member of the CFA Institute

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