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.
As one of the few Asian-American advisors in the independent space, Maggie Liu, director of Asian Wealth Advisory at Bordeaux Wealth Advisors is on a mission to make the community more prominent within the profession.
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.