Simone Liu

Vice President - Investments

Focus

Simone provides comprehensive investment planning. Dedicated to helping her clients maximize their wealth management decisions, she can work with you to help achieve your goals.

Background and experience

Simone’s diversified international background serves as a solid foundation for her true understanding of the global markets. Born and raised in Brazil until the age of ten, Simone moved to Taiwan for seven years before living in the United States. As a graduate of the University of California, Los Angeles (UCLA) economics department, Simone developed her theoretical underpinnings of today’s economies and financial sectors.Simone has strived to be a world class provider of wealth management solutions and sound investment strategies.

Simone specializes in wealth management strategies and retirement planning helping individuals preserve their assets and increase their income. If you are planning on retiring, you have many decisions to make about the management of your retirement savings plan. Simone can help you manage this toward the goal of enough income at retirement to sustain your current lifestyle all within your risk tolerance. If you are already retired, wealth preservation and income must be a priority. With her over 10 years of extensive experience throughout major shifts in the markets, Simone can help you manage these important areas.

Simone began her career as a Financial Advisor at Morgan Stanley Beverly Hills, where she developed her fundamental investment knowledge. She joined Wells Fargo Advisors in 2011 to take a team approach in providing personalized financial advice for individuals and families.

Away from the office

Simone has strong passion in community services and charities. She has been active in different organizations including Rotary Club International Los Angeles 5 (LA5), Sister City of Los Angeles/Brazil, American Cancer Society, American Chinese CEO organization, etc. She was also honored as 2010 Southern California Outstanding Youth.