Paul Yao has been my financial advisor for over 10 years. His approach is holistic and client-centered. Prior to creating a financial plan, he gets to know your entire situation from health and family, to current and future financial priorities. His manner is calm and patient. He works within your comfort level, and respects your boundaries regarding finance. His approach is step by step; as your comfort and confidence increase, accordingly, he presents options that optimize your goals. His communication and explanations are clear, simple, and jargon-free. In addition to monthly debriefing meetings, he is easy to reach and available for consultation. Paul is sincere and genuine in his desire to help you find calmness and peace of mind. He is a true professional who works with integrity and dedication. I highly recommend him as a financial advisor.

Kinson is just the perfect combination of professional and personable. He offers great professional advice while keeping in mind the personal needs of his clients. He’s never pushy. Basically what Kinson does is he listens carefully to what we need and based on his expertise, he offers what he thinks are our best options to achieve our financial goals. Over the years, we’ve placed our trust in him and he’s always delivered. We greatly appreciate his financial service and we’re super lucky to have found Kinson for financial guidance.

Sylvia is extremely well educated and honest when it comes to my financial planning. As a student, I needed guidance in terms of my finances and she has definitely helped steer me into the right direction to plan for a successful future! She explains everything in a clear and concise format for me to understand as a student which I think is really helpful and important 🙂

Thomas and his team are very professional and honest. They put in much time to analyze and compare the best permanent life insurance type and insurance vendor for our special needs. We know that our portfolio is being monitored closely, giving us a great level of confidence in our investments. We would highly recommend Thomas Chan and his team

Novella Wealth spent personal time with us to get us set up for our financial future, and was patient and determined to give us the best they could offer. I didn't feel rushed or pushed to do anything, they were very focused on making sure we were happy with their services.