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Biography

Minnie is a Principal based in the Silicon Valley office. She provides comprehensive financial planning and investment management services to clients. Delivering well-timed and holistic financial advice, Minnie ensures clients’ wealth is managed effectively and prudently.

Before joining Cerity Partners, Minnie worked as a Wealth Manager at B|O|S, supporting the firm’s Principals on long-term wealth planning strategies. Prior to joining B|O|S, she was a Senior Vice President of Client Services and Business Development at Bailard where she was responsible for gaining new business, developing and implementing investment policies, financial planning, and maintaining client relationships for Bailard Wealth Management Group. Minnie also managed relationships with financial intermediaries, including institutional investors, family office managers, and pension consultants, for the company’s private equity real estate funds.

 

Education

  • B.A. in Economics from the University of California, Berkeley

Highlights

  • CERTIFIED FINANCIAL PLANNER™

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.