Maggie Liu

Wealth Advisor/Director of Asian Wealth Advisory at Bordeaux Wealth Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Menlo Park, California, United States, US
Languages
  • English Native or bilingual proficiency
  • Chinese Native or bilingual proficiency
Skills

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Bio

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Credentials

  • CPWA®/CERTIFIED PRIVATE WEALTH ADVISOR®
    Investments & Wealth Institute
    Sep, 2022
    - Nov, 2024

Experience

  • Bordeaux Wealth Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Advisor/Director of Asian Wealth Advisory
      • Jul 2023 - Present

  • Empirical Wealth Management
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Director of Asian Client Services/Lead Financial Advisor
      • Jan 2020 - Jul 2023

  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • VP - Financial Consultant
      • Oct 2018 - Jan 2020

  • East West Bank
    • United States
    • Banking
    • 700 & Above Employee
    • VP - Private Client Adviser
      • May 2017 - Oct 2018

  • Charles Schwab
    • United States
    • Financial Services
    • 700 & Above Employee
    • VP - Financial Consultant
      • Apr 2015 - May 2017

  • Scottrade
    • United States
    • Financial Services
    • 400 - 500 Employee
    • Regional Manager - Sales and Supervision
      • Aug 2013 - Jan 2015

      Lead 25 branches with 80+ Investment Consultants to engage needs based solutions approach for our clients to entrust us with more assets under management, existing assets retention to overcome barrier to financial success. Coach Branch Managers to coach Branch Associates for leadership development, sales process, investment expertise and compliance supervisory. Deliver strong customer satisfaction, consistent business development, and manage client relationships. Provide full spectrum of product solutions from self-direct, select list, portfolio management to managed, comprehensive planning approach. Travel 25% - 50% annually. Show less

    • Branch Manager
      • Oct 2009 - Aug 2013

      Manage a branch team of 5 with Investment Consultants, Investment Consultants in Training and Interns. Perform OSJ duties for compliance requirements. Set goal and plan for new asset gathering, existing asset retention and maintain high level of customer satisfaction. Present financial seminars and portfolio management tool to educate and empower clients to take control of their financial picture by making informed decisions. Develop each associate for career success and internal growth for talent retention. Investment Consultant from Aug 2003 - Oct 2009. Show less

    • Investment Consultant
      • Jul 2004 - Oct 2009

Education

  • Yale School of Management
    Executive Education, Certified Private Wealth Advisor
    2022 - 2022
  • Golden Gate University
    Master of Science (MS), Taxation
    2007 - 2010
  • City University of Seattle
    Master of Business Administration (MBA), Finance and Financial Management
    2003 - 2006
  • Washington State University
    Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
    1997 - 2000
  • National Taipei College of Business
    Associate of Arts (AA), International Business
    1992 - 1997

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