Sunstone is a trust company chartered by the State of California (Certificate of Authority No. 2676). Sunstone is also a member of the Association of Trust Organizations, the Long Beach Area Chamber of Commerce, and the Greater Irvine Chamber.
Trust Officer and Fund Strategist
As both a Trust Officer and a Fund Strategist, Jasmine has a comprehensive understanding of the multifaceted issues facing high-net-worth immigrant families. With over five years of experience in the financial services industry, she works closely with clients to tailor practical solutions that meet the complex needs of affluent individuals and families.
She also has extensive experience in assisting private clients with trust services, wealth management, and the formation and administration of private funds, including venture capital funds.
Jasmine earned her Master of Science Degree from the University of Southern California. She speaks fluent Mandarin and English.