Our Advisory Team
Experienced professionals dedicated to helping you achieve your financial goals.
James Chen
Managing Partner & Senior Wealth Advisor
With over 25 years of experience in wealth management, James leads our team with a commitment to personalized service and fiduciary excellence.
View Full BioSarah Martinez
Partner & Portfolio Manager
Sarah brings institutional investment expertise to our clients, having managed portfolios for major foundations before joining Meridian Bay.
View Full BioMichael Wong
Senior Tax Strategist
Michael's dual expertise in tax law and accounting helps clients minimize their tax burden while maximizing wealth accumulation.
View Full BioElizabeth Foster
Estate Planning Specialist
Elizabeth helps families create lasting legacies through sophisticated estate planning and wealth transfer strategies.
View Full BioDavid Park
Retirement Planning Director
David specializes in helping clients transition smoothly into retirement with comprehensive income and lifestyle planning.
View Full BioRachel Anderson
Client Relationship Manager
Rachel serves as a dedicated point of contact for our clients, ensuring their needs are met with responsiveness and care.
View Full BioReady to Work With Us?
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