Gary Cheng

Portfolio and Systems Administrator

Gary joined Morling Financial Advisors in 2012 and serves as a Portfolio and Systems Administrator. He is responsible for trading, maintaining portfolio management systems, and technology as well as supporting the compliance needs of the firm. Gary began his MFA career as a college intern, building upon a previous M&A internship in Newport Beach. Gary graduated from the University of California, at Irvine, and holds a BA in business economics with a minor in management. When he’s not helping clients, Gary enjoys following the San Jose Sharks hockey team and mountain biking.