Globalink Wealth Management, LLC

Ying Tang is an investment adviser representative at Globalink Wealth Management, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with various Globalink entities since 2012. Outside of advisory services, she is also a fixed insurance product agent and accounting manager at Globalink Insurance Services. Globalink Wealth Management, LLC provides tailored advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a diverse investment approach including charting, cyclical, fundamental, and technical analysis, and offers both discretionary and non-discretionary portfolio management.

Hsinyeh Hsieh is a financial advisor at Globalink Wealth Management, LLC with four years of industry experience. She holds the Series 63 and Series 65 designations and has worked at several firms including Globalink Securities, Inc., Reign Universal Financial & Insurance Agency, and Transpacific Financial, Inc. Outside of her advisory role, she serves as CEO of Reign Universal Financial & Insurance Agency, focusing on fixed insurance product sales. Globalink Wealth Management provides tailored advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a comprehensive investment process incorporating charting, cyclical, fundamental, and technical analysis, with strategies including long- and short-term purchases, trading, option writing, and margin transactions.

Xi Yao is a financial advisor at Globalink Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Globalink Securities, Inc. and Transpacific Financial, Inc., where he is also a fixed life insurance agent. Globalink Wealth Management provides tailored advisory services to individuals, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management using a variety of investment strategies and analyses. The firm manages discretionary accounts and incorporates insurance products and advanced strategies such as option writing and margin transactions within documented controls.

Rachel Liao is an investment adviser representative at Globalink Wealth Management, LLC with two years of industry experience. Prior to joining the financial services field, she worked in education at various schools in the Pasadena area. Globalink Wealth Management provides tailored advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a diverse investment process incorporating charting, cyclical, fundamental, and technical analysis, offering financial planning and portfolio management on discretionary and non-discretionary bases.

Xi Lu is a financial advisor at Globalink Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Globalink Securities, Inc and World Financial Group. Globalink Wealth Management provides tailored advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a variety of investment strategies including long- and short-term purchases, trading, option writing, and margin transactions, generally favoring mutual funds unless clients request alternatives.

Michael Fang is a financial advisor at Globalink Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Globalink Securities, Inc. since 2013, as well as at TransGlobal Advisory, LLC for multiple years. In addition to his advisory role, he is a licensed insurance agent with Transpacific Financial Services in Irvine, CA. Globalink Wealth Management, LLC provides tailored advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a diverse investment approach that includes fundamental and technical analysis, offering both discretionary and non-discretionary portfolio management with an emphasis on mutual funds unless clients request alternatives.