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 Advisor
Lloyd brings over six years of investment advisory, investor relations, and business development experience across the financial services industry, including private equity and funds of funds. He is committed to building professional and personal relationships with high- net-worth clients in all aspects of financial planning, investment management, and trust services.
His attention to detail, attentive listening skills, and empathy are some of Lloyd’s best qualities that his clients appreciate. He is effectively supported by a team of industry experts and investment products specialists whose teamwork and professionalism help him build long-term relationships with his growing client base and provide excellent customer service.
Lloyd holds the professional designation of Certified Financial Planner (CFP®). He speaks fluent Mandarin and English.