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 wong

Ryan S. Wong CPA, MBT, CFP®

ryan@tywladvisors.com
626-227-9988

Wealth Management Advisor

Ryan is a certified financial planner ™ professional. Ryan has over 25 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 is an alumni of Ernst & Young LLP and 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 sabol

Kimberly H. Sabol CPA, MBT

kim@tywladvisors.com
626-227-9988

Wealth Management Advisor

Kimberly has over 25 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.  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.

joseph chi

Joseph Chi CFA, AIF®

joseph@tywladvisors.com
626-227-9988

Wealth Management Advisor

Joe has over 19 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.

Elsa Tse

Wealth Management Advisor

Elsa Tse brings over 22 years of experience in the financial services industry. Prior to joining TYWL Wealth Advisors, she served as a Financial Consultant at Charles Schwab Corporation, where she managed approximately $100 million in assets under management (AUM). Before her tenure at Schwab, Elsa held key roles at Merrill Lynch as a Financial Advisor and at HSBC North America Holdings, Inc. as a Premier Relationship Manager. She also possesses extensive banking experience, having worked as a Mortgage Consultant and retail banker at the former Washington Mutual Bank, now Chase Bank. Elsa has successfully passed the FINRA Series 7, 63, and 65 exams and holds a CA Life and Health Insurance license.  Recently, she also obtained her Enrolled Agent (EA) license, further enhancing her expertise in tax-related matters.