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Maggie (Chi) Liu, MBA, MST, CPWA®

Director of Asian Wealth Advisory & Wealth Advisor at Bordeaux Wealth Advisors
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Maggie has 20 years of experience in the financial world. Her career path has grown progressively and includes management on a regional level by leading a team of bilingual professionals for high-net-worth individuals, international and cross-border wealth management needs.

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  • Based on 20 years in the business, I just haven't come across that many [Asian advisors]. If firms do have any, usually it's just one person who's an advisor or portfolio manager or another role in the company that speaks Mandarin, but not to a standard where our advisors are professionally.

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