“As a Certified Financial Planner™ (CFP®), I help individuals, families and businesses plan for the future and prepare for the unexpected.”
"Upholding the CFP Board’s Code of Ethics to act in the clients’ best interests, my practice is built on designing customized financial plans that help bring clarity to all aspects of their financial life. I provide solutions so they can achieve their financial goals and have a strong commitment to help preserve, grow, and transfer the clients’ wealth for current and future generations.”
Joining Heritage Wealth Partners in 2022, Pei-Chin was previously a financial advisor with Morgan Stanley. She holds an MBA from the Thunderbird School of Global Management and the Certified Financial Planner™ designation. She is Life and Health Insurance licensed and holds the FINRA Series 7 and 66 securities registrations through Private Client Services and provides Registered Investment Advisor (RIA) services through Heritage Wealth Partners and Charles Schwab.
Pei-Chin was born and raised in Taiwan. She is a world traveler and has lived in France, Thailand and Turkey before settling in Columbus in 2008. She serves on the board of the Grandview Heights / Marble Cliff Arts Council and the North America Taiwanese Women’s Association. As a multi-lingual immigrant to the US, she finds her natural calling in helping those with international and diverse backgrounds.
Pei-Chin is an empty nester with her son Alan attending The Ohio State University and her daughter Sophie at McGill University in Montreal. She enjoys art, music, traveling and spending time with her dog Jerry.