ABOUT RRG WEALTH ADVISORS
RRG Wealth Advisors is founded by Rebecca R. Gao, Ph.D.，CFA, CFP®.
Dr. Rebecca R. Gao served as a Portfolio Manager and later a Director of Equity Portfolio Management at BNY Mellon for over 20 years. She has a Ph.D degree in Economics and proudly holds the CFA and CFP® credentials. As a CERTIFIED FINANCIAL PLANNER™, we have completed extensive training and are held to the highest ethical and educational standards.We act in a fiduciary capacity and provide our clients truly objective advice, free from external influence.
Professionally managing investment portfolios since 2000, our experience ensures that you will have a seasoned partner by your side as your life changes and as the market fluctuates.
Dr. Gao lives in San Francisco with her husband, two daughters and their tea cup Pomerania.
As a Fee-Based, California Registered Investment Advisor, we do what is best for you and only you. Advisory Services are offered through Core Planning LLC, a Registered Investment Advisor.
LIFE IS A JOURNEY. LET US BE YOUR GUIDE.
Services are provided in both English and Mandarin Chinese.
Contact Us for a FREE 30 minutes consultation for new clients:
