About

To share a little bit about myself, I spent the past several years of my young career in finance on Wall Street on both the buy-side and sell-side equity research roles, primarily covering Real Estate Investment Trusts (REITs) and financial stocks. I am passionate about investing, personal finance, and family. My parents had instilled me the value of hard work but I have accumulated an entrepreneurial spirit as I grew up and received education in the US.

I have been living in the US for 20 years and am part of the 1.5 generation of immigrants (people who arrive in the US as children). I graduated from globally ranked undergraduate, graduate, and business schools, and excelled academically in Mathematics, Economics, and Finance. This special background provides me with a unique perspective in personal finance.

One of my hobbies has been reading, learning about personal finance and executing on my personal finance strategies. I have been passionately sharing these topics with friends, and I am excited to share all of these with a bigger audience starting this year! I hope my postings are helpful to you. Looking back on my own experience, if I had known what I know now, I would have saved thousands of dollars – and a whole lot of hassle!