Our Team

Ping Guay

Wealth Advisor

Ping Guay is an experienced wealth advisor in the financial service industry. For more than 20 years, clients have trusted her to guide them toward their financial goals. Ping believes in relationships and seeks to develop deep and long-lasting relationships of trust with her clients. Ping knows her strengths well, having been an advisor for many years. She seeks to build relationships with individuals and families who need her unique skills, approach and perspectives.

Ping is passionate about empowering her clients to achieve their financial goals. She knows that most clients want to achieve complete financial independence, so they never have to worry about money again. To achieve this goal, Ping leverages a comprehensive Discovery process to come to understand clients deeply. Then she designs an investment strategy that aligns to her clients’ risk tolerances. All of this culminates in a long-term financial plan. Her clients appreciate and have come to rely on Ping’s approach, which gives them peace of mind about the future.

Ping was recognized as a top financial advisor at Charles Schwab, having earned the prestigious Chairman’s Club award. In 2013, she founded PG Global Wealth Management where she served clients until joining the Strait & Sound team. Through her experiences with PG Wealth Management, she gained an appreciation for the challenges and opportunities that come with entrepreneurship. This empowers her to be an even more effective counselor to entrepreneurs.

 

Awards

Chairmans Club, Charles Schwab

 

Work History

Charles Schwab, Vice President
PG Global Wealth management, President

 

Education

Bachelor of Arts in Business, City University of Seattle

 

Certifications

RIA – Registered Investment Advisor

We Provide Comprehensive Wealth Management Services For People Seeking Complete Financial Independence

Register For Blog

Please fill out the form below to sign up for the Strait Talk newsletter.

This field is for validation purposes and should be left unchanged.