— INTEGRATED WEALTH PLANNING
Your personal CFO —
bringing your investments,
taxes, business, and family
plan together.
You've worked hard. You've built something real. But when it comes to your
financial picture, the investments, the taxes, the business, the family, it can feel
like everyone is managing a piece of it, and nobody is putting it all together.
That's exactly what SkyLantern Financial is here to change.
OVERVIEW
This is what
financial planning
should feel like.
Many people have a CPA who files taxes once a year, a financial advisor focused on investments, and a bookkeeper keeping the numbers tidy. Each plays an important role—but the real advantage comes when those pieces work in sync around one clear plan.
That's what SkyLantern Financial does. As a U.S.-based advisory firm delivering integrated wealth planning through comprehensive tax strategy. We connect the dots across your business, personal finances, tax exposure, and long-term goals—so your decisions support each other instead of compete.
The result is clear, coordinated guidance that supports your full financial life.
We connect the dots across your business,
personal finances, tax exposure, and long-
term goals—so your decisions support
each other instead of compete.
WHAT WE OFFER
Three things most advisors
can't offer together.
Planning
Comprehensive Life-Cycle Financial Planning
SkyLantern delivers life-cycle financial planning that adapts as your priorities change. We begin by strengthening cash flow and resilience, then align wealth preservation and growth strategies with each stage of life. Retirement, investments, estate planning, risk management, and education planning—everything is integrated into one coordinated strategy.
Strategy
Tax-Integrated Strategy
With active CPA licensure in the U.S., your financial plan is never built separately from your tax situation. Every recommendation considers the tax impact before you make a decision, not after.
Partnership
Ongoing Partnership
This isn't a one-time plan. We check in regularly, adapt as life changes, and stay proactive so you're never caught off guard. You have a trusted partner in your corner, all year, every year.WHO WE SERVE
You might be exactly who
we're looking for.
SkyLantern Financial is built for:
- Business owners and professionals ready for the next level of growth
- High earners and families who want their financial plan and tax strategy working together
- U.S.-based clients with international ties, cross-border complexity, or connections to Taiwan
- Anyone who wants to work with an advisor who speaks both English and Mandarin
- People who want a long-term advisory relationship, not a transactional one
At SkyLantern, we strive to be a steady, long-term partner—thoughtful, proactive, and genuinely invested in your well-being. We take pride in caring for our clients with the same attention we would give our own family.
WHO WE SERVE
"SkyLantern Financial exists to illuminate
possibilities, build confidence, and help you move
forward with intention, always with warm,
grounded, and thoughtful guidance."
Like a SkyLantern rising steadily and purposefully into the night, we believe the right financial guidance doesn't need to be rushed or forced. With the right light, the path forward becomes clear. We're here to be that light, steady, warm, and always pointing the way.
CREDENTIALS
Qualified. Credentialed.
Thoughtfully aligned.
Our professional qualifications ensure you receive expert guidance backed by rigorous standards.
CFP®
CPA
California
Certified Public Accountant Certificate
Bilingual: English & Mandarin
GET STARTED
Ready to see what's possible?
The first step is a simple, honest conversation. No pressure, no jargon, just clarity about where you stand and what a real financial plan could look like for your life.
WHAT TO EXPECT
NO OBLIGATION
PERSONALIZED APPROACH
Financial Insights, In Your Own Time
Explore “Books That Make Sense” — a collection of conversations and insights designed to help you better understand your financial life.
I’m joined by Shihlan Chen, an attorney, as we discuss the intersection of financial planning and legal strategy—from retirement and investing to life transitions and long-term decision-making. Each episode is designed to bring clarity to complex topics and help you think more intentionally about how every piece fits together.