Altfest Personal Wealth Management
Aimee Gao, MBA, currently serves as a Real Estate Analyst at Altfest Personal Wealth Management since May 2023, specializing in the analysis of real estate transactions. Previously, Aimee worked as a Title Officer at First American Title from July 2019 to August 2022, where responsibilities included reviewing and underwriting title insurances for various real estate transactions. Earlier experience at A.M. Title Agency Inc. as a Clearance Officer/Closing Coordinator involved managing short sale transactions and providing technical software support. Aimee's career began as a Real Estate Appraiser at ZTC Real Estate and Land Appraising Agent, conducting property inspections and valuations. Aimee also gained initial marketing experience as an intern in the Mortgage Department at China Merchants Bank. Aimee holds a Master of Science in Financial Analysis from the University of San Francisco and a dual Bachelor's degree in Real Estate Finance and Accounting from Tianjin University of Finance and Economics.
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Altfest Personal Wealth Management
Altfest Personal Wealth Management offers a comprehensive, truly objective approach to wealth management. Our team has the expertise and the passion to successfully guide our clients’ portfolios through myriad market conditions. Altfest was founded by industry trailblazers who continue to lead the way. The firm is credited for introducing innovative methods to the profession that have increased the value provided to clients. We are pioneers in the fee-only wealth management movement, and continue to receive fees only from clients not from product sales, which can lead to conflicts of interest. We listen, think independently, advise and take action. Altfest is a staff of smart, friendly professionals dedicated to anticipating your needs and making your life easier. Each individual or family of clients has unfettered access to our firm’s broad expertise, ready to meet the goal of protecting your financial well-being. Services provided to clients include Investment Management, Retirement Planning, Insurance and Tax & Estate Advisory. At Altfest, our professionals are trained to meet the varied goals of all our clients. We have advisors who understand the enormous life challenges faced by widows and divorced persons, how to educate and engage with multi-generational families about financial issues, the confusing choices business executives and health care professionals must wrestle with in diversifying their investments, contributing to pension plans, stock options, and more. Investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.