
City National Bank
, offering customized assistance with private banking, wealth management, retirement planning, estate planning, business banking, investment management, and loan services. Our knowledgeable

First Republic Bank
First Republic Bank, established in 1985, provides exceptional, relationship-based private banking, business banking and wealth management services. Headquartered in San a full range of banking services, including private banking, private business banking, and private wealth management. First Republic is part of

Julie Ping He, CFP - Gateway Financial Advisor
Advisor who specializes in providing clients with comprehensive wealth management services. She takes a hands-on approach . Julie is an experienced and knowledgeable investment manager who has a deep understanding of the a fiduciary, meaning she puts her clients' needs first. With a team of professionals to assist