Broker Check
Mali Tsai

Mali Tsai

Registered Assistant


Mali Tsai specializes in assisting her team on all fronts. Born and raised in Southern California, she graduated from University of California, Riverside with a bachelor's degree in Psychology and a minor in English. Aspiring to be an advisor, she also holds Series 6 and 63 securities licenses.

Mali is inspired by the strategies, optimization, and personal interactions involved in financial planning. Excited about revitalizing perceptions of investing and assisting people with their life goals, Mali is dedicated to providing professional service that is genuine and tailored to each individual.

Both in and out of the office, Mali works closely with the team to provide operational support, engage with clients, fulfill administrative tasks, and tend to office functions.

When she is not working, Mali enjoys tinkering with her computer, finding hole-in-the-wall restaurants, and going to the beach with her rescue dog.