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Howard Y
Series 63, Series 65
Irvine, CA
Sky Vision Wealth Management Corp.
Howard Ye is a financial advisor at Sky Vision Wealth Management Corp. in Irvine, CA, with 28 years of industry experience. He previously worked at GT Securities, Inc., Singpoli Wealth Management LLC, and Key West Investments LLC. Ye serves as a board member and vice president of a homeowners association in Hacienda Heights, CA. Sky Vision Wealth Management Corp. is a Delaware-organized investment adviser with a three-person team managing approximately $101 million for individual and high-net-worth clients. The firm provides ongoing portfolio management and financial planning, using a combination of analytic approaches and offering discretionary authority with regular due diligence on outside managers.
Kana L
Series 65
Irvine, CA
Sky Vision Wealth Management Corp.
Kana Liu is a financial advisor at Sky Vision Wealth Management Corp. in Irvine, CA, holding a Series 65 credential with four years of industry experience. She has worked with Sky Vision Wealth Management since 2021 and has prior experience at related firms including Sky Vision Management Corp. and Sky Vision Insurance China. Sky Vision Wealth Management Corp. is a Delaware-registered investment adviser with a three-person team managing approximately $101 million for individual and high-net-worth clients. The firm provides portfolio management and financial planning services using multiple analytic approaches and typically seeks discretionary authority while employing a combination of U.S. and non-U.S. securities and private funds.
Bing C
Series 65
Irvine, CA
Sky Vision Wealth Management Corp.
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 has previously worked at Platinum Eco Capital, LLC, and Hercules Investments. Cao 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. is a Delaware-organized registered investment adviser with a three-person team managing approximately $101 million for individual and high-net-worth clients. The firm provides portfolio management and financial planning services, utilizing a combination of analytic methods and offering exposure to non-U.S. securities and private funds.
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