Maggie Liu, CFP®, MBA, MST, CPWA®
Director of Asian Wealth Advisory & Wealth Advisor
Maggie has over two decades of experience in the financial world. Her career path has grown progressively and includes management on a regional level by leading a team of bilingual professionals for high-net-worth individuals, international and cross-border wealth management needs.
Born and raised in Taiwan, Maggie first came to the US to complete a BA degree in business and marketing from Washington State University. Whilst being a military spouse, a mother and an active financial services professional, she’s earned two master’s degrees: an MBA from City University of Seattle and a Master of Science in Taxation from Golden Gate University. Further, Maggie obtained her Certified Private Wealth Advisor® designation in 2022. She excels at developing specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth by taking a holistic and multidisciplinary approach to address the sophisticated needs of clients with a minimum net worth of $5 million.
Maggie enjoys performance art, detective novels, home-cooking, and brick-building with her loved ones. She also supports the educational and charitable causes of women & finance, military families, diversity in the community and pride in LGBTQ.
