Jawad Ehsanyar is a financial advisor at Morling Financial Advisors, LLC with a Series 65 credential and three years of industry experience. Prior to joining Morling Financial Advisors in 2022, he held positions at Copenhagen Business School and Moore Afghanistan. Morling Financial Advisors serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and nonprofit organizations, offering discretionary investment management, financial planning, and pension consulting services. The firm customizes portfolios using a mix of index-based public equity and fixed-income strategies, mutual funds, ETFs, and alternative investments, with ESG integration available upon request.

Victor Huang is a financial advisor at Morling Financial Advisors, LLC with 10 years of industry experience. He holds the Series 65 designation and has been with Morling Financial Advisors since 2015. Morling Financial Advisors serves individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and nonprofit organizations with discretionary investment management, financial planning, and pension consulting. The firm employs a client-specific strategic asset allocation using index-based equities and fixed income, mutual funds, ETFs, and alternative investments, with ESG integration available upon request.

William Li is a financial advisor at Morling Financial Advisors, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at IBM for 18 years. Morling Financial Advisors serves individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and nonprofit organizations with discretionary investment management, financial planning, and consulting services. The firm tailors portfolios using index-based equity and fixed-income strategies, mutual funds, ETFs, and alternative allocations, including private equity and real estate, with ESG integration available upon request.

Joshua Gatti is a financial advisor at Morling Financial Advisors, LLC in Fremont, CA. He holds the Series 65 designation and has one year of experience in the financial industry. Prior to joining Morling Financial Advisors, he held positions at JVM Lending, Lending Club, and Patelco Credit Union. Morling Financial Advisors serves individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and nonprofit organizations with discretionary investment management, financial planning, and pension consulting services. The firm customizes portfolios using a strategic asset allocation that includes index-based equities, fixed income, mutual funds, ETFs, and alternative investments such as private equity and private debt, with ESG integration available upon request.

Peter Ling is a Series 65-licensed financial advisor with Morling Financial Advisors, LLC, where he has worked for 27 years. He is also the principal and president of Morling & Company, an accounting and financial services firm he founded in 1985. Additionally, Ling holds leadership roles in several other businesses, including Systems Integration Solutions and Commerce Solutions Inc., both in the IT sector. Morling Financial Advisors serves a diverse client base including individuals, families, trusts, businesses, and nonprofit organizations. The firm provides discretionary investment management, financial planning, and pension consulting, using a client-specific strategic asset allocation that combines index-based public equity and fixed income, mutual funds, ETFs, and alternative investments.

Jack Mc Hargue is a financial advisor at Morling Financial Advisors, LLC with a Series 65 designation and one year of industry experience. He has held positions at RW Investment Management, Will Ellsworth Financial Advising, and Northwestern Mutual. Morling Financial Advisors serves individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and nonprofit organizations with discretionary investment management, financial planning, and pension consulting services. The firm constructs client-specific portfolios that combine index-based equity and fixed-income strategies with alternatives such as private equity and private debt, and offers ESG integration upon request.

Michael King is a financial advisor at Morling Financial Advisors, LLC in Fremont, CA, holding a Series 65 designation with four years of industry experience. His prior roles include positions at SitusAMC and Alan King and Company. Morling Financial Advisors serves individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and nonprofit organizations with discretionary investment management, financial planning, and pension consulting services. The firm employs a client-specific strategic asset allocation combining index-based public equity and fixed income, mutual funds, ETFs, and alternative investments, with ESG integration available upon request.

Wa Huong is a financial advisor with Morling Financial Advisors, LLC, holding CFP® and ChFC® designations and possessing 24 years of industry experience. She has been with Morling Financial Advisors since 2007, following five years at Mass Mutual Investors Services. Outside of her advisory role, she serves as managing member and CEO of several real estate investment entities. Morling Financial Advisors serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and nonprofit organizations. The firm offers discretionary investment management and financial planning, employing client-specific asset allocations that combine index-based public equities, fixed income, mutual funds, ETFs, and alternative investments such as private equity and real estate.

Kevin Redila is a financial advisor with Morling Financial Advisors, LLC, holding a Series 65 designation and beginning his industry experience in 2024. Before joining Morling, he worked at Fremont Bank and had a brief tenure at Chabot College. Outside of his advisory role, he operates an e-commerce business focused on collectible trading cards, where he live streams and sells cards online. Morling Financial Advisors serves a diverse client base including individuals, families, businesses, and nonprofit organizations, offering discretionary investment management, financial planning, and pension consulting. The firm emphasizes client-specific strategic asset allocation using a mix of index-based strategies, mutual funds, ETFs, and alternatives, with ESG integration available upon request.

Matthew Shibata is a financial advisor at Morling Financial Advisors, LLC in Fremont, CA, holding the CFA® designation and Series 66 license with 17 years of industry experience. He has worked at Morling Financial Advisors since 2009 and was previously employed at Banc of America Investment Services, Inc. from 2006 to 2007. Morling Financial Advisors serves individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and nonprofit organizations with discretionary investment management, financial planning, and pension consulting. The firm uses a client-specific strategic asset allocation combining index-based equities and fixed income with alternatives and offers ESG integration upon request.

Benjamin Feiner is a financial advisor at Morling Financial Advisors, LLC with a Series 65 designation and two years of industry experience. He has worked at Morling Financial Advisors since 2023 and previously held roles at Summitry, LLC and First Republic PWM. Morling Financial Advisors serves individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and nonprofit organizations with discretionary investment management, financial planning, and pension consulting. The firm emphasizes client-specific strategic asset allocation using index-based public equity and fixed income, mutual funds and ETFs, and alternative investments, including private equity and real estate, with ESG integration available upon request.

Nicolas Vieville is a financial advisor at Morling Financial Advisors, LLC with one year of industry experience. He holds a Series 65 designation. His prior work includes roles in manufacturing, education, and food trading. Morling Financial Advisors serves individuals, families, businesses, and nonprofit organizations with discretionary investment management, financial planning, and pension consulting services. The firm customizes portfolios using a mix of index-based strategies, mutual funds, ETFs, and alternative investments, with ESG integration available upon request.

Veniamin Barinov is a financial advisor at Morling Financial Advisors, LLC with Series 65 credentials and one year of industry experience. Prior to joining Morling Financial Advisors, he held various roles including positions at Teksystems and University of California, Irvine. Outside of his advisory work, he is an author and writer, engaged in writing and editing activities. Morling Financial Advisors serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and nonprofit organizations. The firm offers discretionary investment management, financial planning, and consulting services, using a client-specific strategic asset allocation that combines index-based equity and fixed income, mutual funds, ETFs, and alternative investments.

Sylvia Chin is a Certified Financial Planner® with 22 years of industry experience. She has been with Morling Financial Advisors, LLC since 2009 and previously worked at Woodbury Financial Services, Inc. from 2004 to 2009. Morling Financial Advisors serves individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and nonprofit organizations with discretionary investment management, financial planning, and consulting services. The firm customizes portfolios using a client-specific strategic asset allocation that includes index-based equity and fixed income strategies, mutual funds, ETFs, and alternative investments, and offers ESG integration upon request.