Who We Are
Polaris Advisory is a proud CERTIFIED FINANCIAL PLANNER™ and CHARTERED FINANCIAL ANALYST® team. We find customized financial strategies that match our clients’ financial goals. Each of our team members brings in a diverse selection of expertise and experience.
We are passionate about partnering with our clients to secure their financial freedom. Whether you need help with investments, tax strategies, education funding, insurance, employee benefit packages, 401k plans, asset protection or other retirement and estate planning, our team of financial professionals will partner with you to make informed decisions and actively monitor your financial progress.
Introducing Yuenman Anne Mak
Founder
Anne kicked off her career in financial services in 1997. After 16 years in the industry, she founded Polaris Advisory. With an advanced education and qualification as a CERTIFIED FINANCIAL PLANNER™, ethics and integrity is part of her DNA.
Michelle Lan Lin
LPL Financial Advisor
A registered LPL financial advisor (Series 65), registered LPL financial representative (Series 7 and Series 63), and CERTIFIED FINANCIAL PLANNER™ Michelle has been providing financial services to individual and corporate clients since 2004.
Jessie ChiCheng Luo
LPL Financial Advisor
As a Chartered Financial Analyst®, Jessie is devoted to utilizing her deep understanding in behavioral finance to help clients navigate through the turbulence of the financial market. Her knowledge and experience help her clients make strategic and tactic decisions about their money.
Lori Mui
Financial Advisor Assistant
Lori joined our business in 2017. An integral part of the team, she is responsible for assisting financial advisors in fulfilling clients’ requests and ensuring accuracy and efficiency.
