Sky Vision Wealth Management Corp.

Howard Ye is a financial advisor with Sky Vision Wealth Management Corp. in Irvine, CA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. His prior roles include positions at Singpoli Wealth Management LLC and Key West Investments LLC. Outside of his advisory work, he serves as Vice President and Board Member of a homeowners association in Hacienda Heights, CA. Sky Vision Wealth Management Corp. provides portfolio management and financial planning services primarily to high-net-worth individuals, employing a multi-method investment process that incorporates fundamental, quantitative, technical, and modern portfolio theory analyses. The firm emphasizes cross-border investing, managing approximately $106 million across about 75 clients with a team of two advisors.

Kana Liu is a financial advisor at Sky Vision Wealth Management Corp. with four years of industry experience. She holds a Series 65 designation and has worked with Sky Vision entities since 2015, including roles at Sky Vision Insurance China and Sky Vision Management Corp. Sky Vision Wealth Management Corp. serves primarily high-net-worth individuals, offering portfolio management and financial planning with an emphasis on cross-border investing. The firm employs a multi-method investment process and manages approximately $106 million across a small client base.

Bing Cao is a financial advisor at Sky Vision Wealth Management Corp. with four years of industry experience. He holds a Series 65 designation and previously worked at Platinum Eco Capital, Hercules Investments, and Beijing Vitality Textiles Co. Ltd. He is also the founder and CEO of Egret Wealth Group LLC, a life and health insurance sales and services business. Sky Vision Wealth Management Corp. provides portfolio management and financial planning services primarily to high-net-worth individuals, employing a multi-method investment process that includes fundamental, quantitative, and technical analyses. The firm emphasizes cross-border investing and manages approximately $106 million across about 75 clients.