WHY US
Hi, I'm Betty from Taiwan
I started my career in the field of financial planning in 2016 and, earned the Certified Financial Planner (CFP®) designation in 2018. Because I saw how confused and overwhelmed people felt about making financial decisions.
I am the only non-Japanese CFP holder + independent financial advisor in Japan. Prior to becoming a financial advisor, I was working as an IT specialist for some international projects. I have an engineering background, which nicely contributes to the financial side of what I provide for clients.
Over the years, our team has assembled a seasoned team of specialized professionals with outstanding credentials and years of practical experience.
We primary focus is on building lasting relationships centered on through understanding of clients’ needs, wants and wishes—guiding them from being reactive and defensive to being proactive and visionary. We are passionate about helping individuals and families position their wealth more effectively and thoughtfully creating more time for their personal, professional and philanthropic goals.
OUR MISSSION
To empower people with the confidence and knowledge to make more informed financial decisions.
OUR PHILOSOPHY
We take the time to understand you and your goals so you receive a comprehensive set of wealth solutions that address your specific preferences and needs. As a client of BCC Wealth Management, you will work with a company with deep resources, a reputation for putting the interests of clients ahead of our own and a passion for helping transform the lives of the people we serve. Because, we believe that the greatest returns are realized when you grow more than wealth.
OUR PROCESS
We have served a variety of clients, playing an important role in your inner circle. Whether we are providing professional investment consulting or complete financial planning, you can rely on us to take care of the big picture and the finer details with an approach that is as disciplined as it is strategic. It all starts with developing a deep understanding of your needs. Our rigorous process ensures a comprehensive plan for you.
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Listen- we learn about your objectives, your perspective on risk and your liquidity needs.
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Tailor- we will present our recommendations and outline the steps by using the details you have confided in us.
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Implement- we put it into action by choosing investment vehicles types and services suited to your needs, goals and risk tolerance.
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Manage- we continue to monitor the progress of your plan and ensure it keeps working for your through all of life's changes, continually updating you and providing ongoing support.