Sharon Wei, CEPA®, CFP®, CIMA®
Login to view DISC.Sharon Wei is a Senior Financial Advisor at Merrill Lynch, specializing in wealth management for business owners, real estate investors, and executives. Her background includes process consulting at Accenture, tax strategy, and academic M&A research. She holds CIMA®, CFP®, and CEPA® designations, with education from Yale and Northwestern universities.
She is actively involved in several professional organizations, including the National Association of Women Business Owners and the Asian American Commerce Group. Sharon is also bilingual, speaking both English and Mandarin Chinese, and participates in community initiatives like Better Money Habits to promote financial literacy.
Sharons motto is "Simplify to Multiply, " reflecting her philosophy of clearing away distractions to achieve better results and clearer decisions for her clients.
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