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Meet The Team

Proudly serving our clients since 1999
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Meet The Team

Proudly serving our clients since 1999
A TRUSTED TEAM OF FINANCIAL EXPERT

Bringing Together Diverse Backgrounds And Varied
Experiences To Best Fit Your Needs

Diversity is our strength. We have specialists who can advise on investments, tax, real estate, and
much more. Our experiences working in the financial and technology fields helps us better
understand a broad range of clients’ needs.

A Word from our Founder

We set out over 20 years ago with a mantra: We maximize your financial Wellbeing. I’m very proud that we continue to execute for you — our clients—as well as friends and family. We will always strive to be better advisors, teammates and service professionals. We appreciate your support. Tell a friend. As always, with gratitude.

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Our Leadership Team

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Peter Ling

Founder & Managing Partner

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Wa Huong

Senior Managing Partner

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Matt Shibata

Managing Partner

Our Amazing People

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Victor Huang

Partner

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Sylvia Chin

Financial Advisor

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Anna Norman

Associate Advisor

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Gary Cheng

Director of Operations

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Chris Chai

Lead Financial Planner

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Savannah Warren

Associate Advisor

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William Li

Associate Advisor

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Leani De Vries

Client Service Associate

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Michael King

Associate Advisor

Morling Team Angel
Angelina Barrientos

Senior Client Service Associate

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Fan Jiang

Client Service Associate

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Jawad Ehsanyar

Associate Advisor

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Aaron Jeansonne

Certified Financial PlannersTM (CFP®) are licensed by the CFP® Board to use the CFP® mark. CFP® certification requirements include: Bachelor’s degree from an accredited college or university, completion of the financial planning education requirements set by the CFP® Board (www.cfp.net), successful completion of the CFP® Certification Exam, comprised of two three-hour sessions, experience requirement: 6,000 hours of professional experience related to the financial planning process, or 4,000 hours of Apprenticeship experience that meets additional requirements, successfully pass the Candidate Fitness Standards and background check, agree annually to be bound by CFP® Board’s Standards of Professional Conduct, and complete 30 hours of continuing education every two years, including two hours on the Code of Ethics and Standards of Professional Conduct.
The Chartered Alternative Investment Analyst (CAIA) designation is a professional designation offered by the CAIA Association. CAIA designation is the globally-recognized credential for professionals managing, analyzing, distributing, or regulating alternative investments. Candidates must complete a course of study and pass two examinations. CAIA designees are required to maintain membership in the CAIA Association and adhere to professional and ethical standards.
Chartered Financial Analyst® (CFA®) are licensed by the CFA® Institute to use the CFA® mark. CFA® certification requirements: Hold a bachelor's degree from an accredited institution or have equivalent education or work experience, successful completion of all three exam levels of the CFA® Program, have 48 months of acceptable professional work experience in the investment decision-making process, fulfill society requirements, which vary by society. Unless you are upgrading from affiliate membership, all societies require two sponsor statements as part of each application; these are submitted online by your sponsors.
The Chartered Retirement Plan Specialist (CRPS®) designation is a professional designation offered by the College for Financial Planning® - a Kaplan Company. Candidates must complete the online self-study CRPS course and successfully complete the online, closed-book final exam within 120 days of receiving program access. Continuing education requires 16 hours of training every two years.

Ready to Work
With Our Team?

Reach out to us to discover how we can help
you maximize your financial well-being.

SCHEDULE MY DISCOVERY CALL

Ready to Work
With Our Team?

Reach out to us to discover how we can help
you maximize your financial well-being.

SCHEDULE MY DISCOVERY CALL

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Proudly serving the Bay Area

Reach out to us at
(800) 607-5800

Disclosures

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Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Morling is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Morling by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.

Financial Advisor Magazine’s RIA Ranking:

Past performance is not indicative of future results. The rankings shown may not be representative of an individual client’s experience because it reflects an average of all, or a sample of all, the experiences of the adviser’s clients. FA’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms that voluntarily complete and submit FA's survey by our deadline. No payment was required to participate in the survey. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $500 million in assets under management as of December 31, 2020 to be included in the print edition of Financial Advisor magazine’s 2021 RIA survey. Firms with under $500 million will be included the FA’s expanded online RIA survey. The expanded survey featured a total of 607 firms with assets ranging from $50 million to over $1 Billion. For more information, visit the FA website at www.fa-mag.com

AdvisoryHQ:

https://www.advisoryhq.com/articles/advisoryhqs-methodology-for-selecting-top-advisors/

Past performance is not indicative of future results. The rankings shown may not be representative of an individual client’s experience because it reflects an average of all, or a sample of all, the experiences of the adviser’s clients. AdvisoryHQ published their list of the “Top 13 Financial Advisors in San Francisco, Oakland, & Courte Madera” in order from rank number one to rank number thirteen. Morling is ranked number seven. AdvisoryHQ utilizes a “Top-Down Advisor Selection Methodology” based on categories including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. Reviews and rankings are independently researched, and firms are not aware that they are being reviewed until after they are completed and published. No payment was required to participate or be considered in this comparison.

Expertise:

https://www.expertise.com/ca/san-francisco/financial-advisors

Past performance is not indicative of future results. The rankings shown may not be representative of an individual client’s experience because it reflects an average of all, or a sample of all, the experiences of the adviser’s clients. Expertise reviewed 212 advisors and Morling was in the top 27 ”Best Financial Advisors in San Francisco” sitting at number 16. Selection criteria was based on over 25 variables spanning across five categories: availability, qualifications, reputation, experience, and professionalism. No payment was required to participate or be considered in this comparison.

 

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