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  2. Who We Are

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.

 

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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. 

More about Anne here

 

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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. 

More about Michelle here

 

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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.

More about Jessie here

 

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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.

More about Lori here

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 4087368833
Fax:
Toll Free:

Email: amak@polarisadvisory.com

710 Lakeway Drive Suite 250 , Sunnyvale, CA 94085

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