Debra Kuang, CFP®

Wealth Manager at Wetherby Asset Management
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Contact Information
us****@****om
(386) 825-5501
Location
San Francisco, California, United States, US
Languages
  • Chinese -
  • Spanish -

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Credentials

  • 21/64 Certified Advisor - 21/64 is an independent nonprofit practice providing multigenerational advising, facilitation and training for next generation engagement.
    21/64
    Jul, 2022
    - Nov, 2024
  • Certified Financial Planner (CFP)
    CFP Board
    May, 2020
    - Nov, 2024

Experience

  • Wetherby Asset Management
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Wealth Manager
      • Jan 2022 - Present

      Wetherby Asset Management is a recognized leader in investment management and wealth management for high-net-worth families and individuals.As Wealth Manager, I provide personalized portfolio management and financial planning to individuals and families to support their long-term financial goals.

    • Wealth Advisor
      • Jan 2020 - Dec 2021

    • Senior Investment Associate
      • Jan 2015 - Dec 2019

    • Senior Financial Operations Associate
      • Jan 2013 - Dec 2014

  • Institute for Private Investors
    • San Francisco Bay Area
    • Associate
      • Sep 2010 - Dec 2012

      Coordinated private conferences and networking events for individual and family investors and financial industry professionals in an educational, non-commercial environment. Coordinated private conferences and networking events for individual and family investors and financial industry professionals in an educational, non-commercial environment.

Education

  • University of California, Berkeley
    B.A., Economics

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