Pillar Pacific Team

2650 Mission Street, Suite 205

San Marino,

CA

91108

About the Pillar Pacific Team

Since 1993, our team has provided active portfolio management and total wealth management solutions. We adopt institutional asset management methodologies to construct customized, tax-efficient portfolios diversified by sector, industry, and company size. Our comprehensive services include investment management with individual securities and advanced estate, retirement, tax, and risk management planning, both onshore and offshore. Each client relationship receives dedicated attention from our experienced professionals, including CFA® charter holders, CFP® practitioners, CPAs, and Chartered Financial Consultants®. Our bilingual office offers services in both English and Chinese. Contact us today to learn how we can help you achieve your financial goals.

Advisory Team

Mindy Ying

Senior Vice President, Financial Advisor and Managing Director

Lily Ku

CFP®
Senior Vice President, Financial Advisor

Jeremy Chang

ChFC®
Vice President, Financial Advisor

Stephanie Chang

CFA®, CFP®
Vice President, Financial Advisor & Portfolio Manager

Jennifer Ying

CFP®, CPA
Vice President, Financial Advisor

Roundtable™ Team of Specialists

Sonny Lin

CFA®
Senior Portfolio Manager

Kendra Baranko

CFA®, CFP®
Portfolio Manager

Corey Liu

CFA®
Portfolio Manager

Cilika Xie

Associate Portfolio Manager

Client Service Team

Ellie Espinoza Wan

Client Service Manager

Joseph Fontamillas

Senior Client Service Manager

Jane Ji

CFP®
Client Service Manager

Alan Yang

Client Service Manager

Resources from our team

Topic

Team locations

San Marino, CA
2650 Mission Street, Suite 205, San Marino, California, 91108
El Cerrito, CA
6333 Potrero Ave, Suite 200, El Cerrito, California, 94530
South San Francisco, CA
611 Gateway Blvd Suite 120, South San Francisco, California, 94080

Current Clients

Contact this team via email or phone at the top of the page.

Your complimentary consultation

During your no-obligation meeting, you will:

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

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