Lucas Thin, Scholar at ArtCenter College of Design

Sherman is a passionate wealth management consultant who sincerely cares for his clients. He is knowledgeable and meticulous in the work that he does for his clients. I also love that Sherman is always looking out for my finances and makes it his priority to ensure that I reach both my present and future goals. 

It comforts and heartens me to know that I can count on Sherman and he never fails to simplify unfamiliar financial terminologies and concepts for me to understand.

Engaging the right wealth management consultant is just like leveraging on a coach to guide you in cultivating better financial habits and proper managing of spendings, and Sherman is the consultant I’d recommend to my friends.