Vice President - Investments
Wells Fargo Advisors
ASSETS UNDER MANAGEMENT: $125 million
As Vice President of investments in Wells Fargo Advisors in Beverly Hills, Simone Liu and her team manage over $125 million in assets and help mitigate the risks in the investment world for her clients while bringing solutions to secure their financial health. Her international background and experiences bring worldwide financial freedom to her domestic and international clientele.
Born in Brazil, educated in Taiwan, then immigrating to the United States to complete her Economics degree at UCLA, Liu’s unique roots bring a fresh and international perspective to her clients. Her successful 15-year career has led her to her current position as VP of Investments for Wells Fargo Advisors in Beverly Hills. Acclaimed by the prestigious wealth management communities of Beverly Hills to the top accounting firms, financial enterprises and legal networks, Liu continues to thrive backed by her outstanding reputation of best business practices, integrity and ethics.
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