About
We dedicate and pride ourselves to be our client’s most trusted advisor. We specialize in problem solving and planning for our clients using a holistic and comprehensive approach, connecting the dots from taxation to investments, individual to business entities, and from generations to generations.
Our team of wealth advisors is comprised of individuals with different skills, all striving toward one common goal – to provide integrity, competence, and diligence to our clients.
Ryan S. Wong, CPA, MBT
Wealth Management Advisor
Ryan has over 20 years of experience and provides tax planning, audit representations, estate planning, asset protection, management & business consulting, international tax and consultations for highly compensated/high net worth individuals, closely-held company, real estate service, distribution and retail industries. Ryan has extensive public accounting experience with Ernst & Young LLP, advising U.S. based companies on the tax implications of their domestic and international operations in order to obtain an optimal tax minimization strategy. Ryan's client base range from multi-million dollar publicly traded companies to closely-held multi-tiered flow through entities. Ryan specializes in real estate, high technology, manufacturing and distributions, and service firms. As a summa cum laude graduate, Ryan holds a master's degree in business taxation from the University of Southern California, and a bachelor's degree in business economics from University of California at Los Angeles. Ryan has passed the FINRA Series 7 and 66 exams.
Kimberly H. Sabol, CPA, MBT
Wealth Management Advisor
Kimberly has over 20 years of experience in public accounting with emphasis in tax planning and consulting services to high net worth clients, closely held businesses (S Corporations, LLCs and partnerships), professional service companies, real estate (companies and related professionals and developers), as well as manufacturers and retailers. Prior to joining the Firm, Kimberly was a tax manager at a large local firm in the South Bay area. She provided tax consulting and planning services to the firm's core clients with multi-state and international operations as well as local businesses (manufacturers, service companies, medical groups, non-profit organizations, and closely held corporations). Previously, she was a tax manager at Ernst & Young LLP, specializing in real estate. Her clients there ranged from international and domestic operators of shopping malls, storage companies, to hotels, including developers, investors, and property management. Kimberly has a Master's Degree in Taxation from the University of Southern California and a Bachelor of Arts degree in Business-Economics with a double Emphasis in Accounting and Asian-American Studies with honors from the University of California, Los Angeles. Kimberly has passed the FINRA Series 7 and 66 exams.
Ocean Ho, EA, CFP®
Wealth Management Advisor
Ocean has been working in the financial services industry since 2011. Ocean’s role at the firm is to work directly with individual business owners to implement, maintain, and modernize customized plans created for each client. Ocean has a Master’s degree in Personal Financial Planning from Texas Tech University along with a Bachelor’s degree from Rawls College of business with an emphasis on Finance and Economics. Ocean has passed the FINRA Series 7, 65, and 66 Exams. He also holds the CA Life and Health Insurance licenses, is an Enrolled Agent with the IRS, and is a CERTIFIED FINANCIAL PLANNER™ professional.
Joseph Chi, CFA, AIF®
Wealth Management Advisor
Joe has over 12 years of experience in the financial services industry including retail and institutional investment clients. Prior to joining TYWL Wealth Advisors, Joe was a Sr. Private Client Advisor with BNP Paribas Private Wealth Management Group. Previous to that he was at Oppenheimer & Co. and Commonfund Securities, Inc. Joe has an MBA from University of Southern California and a Bachelor’s degree from University of California, Irvine. He has passed the FINRA Series 7 and 66 exams. Joe also holds the CA Life and Health Insurance license, and is an Accredited Investment Fiduciary designee. Joe Chi is a CFA® charterholder.
Andrew S. Tran
Wealth Management Associate
Andrew has 13 years of experience in the financial services industry. Prior to joining TYWL Wealth Advisors, Andrew was with Morgan Stanley’s Consulting Group where he developed customized financial plans and asset allocation strategies on clients' portfolios. Prior to Morgan Stanley, he worked in the financial planning team with Ameriprise. Andrew also has extensive banking experience as a Mortgage Consultant at Wells Fargo as well as retail banker at Chase and Citibank. Andrew has passed the FINRA Series 7 and 66 exams, and holds the CA Life and Health Insurance license.
Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Placing business through Avantax Insurance Agency℠ and Avantax Insurance Services℠. CA Insurance License Numbers: Ocean Ho: CA #0I56235; Joseph Chi: CA #0K65886; Andrew Tran CA #1704183
