Curtis S Chen, CFP®

CONNECT

Address:

1070 Sixth Ave, Suite 104
(@ Belmont City Hall)
Belmont, CA 94002

Phone:

(650) 631-0600

Fax/Other:

(650) 240-1392

Piming Lai, MBA

Client Service Liaison & Internal Finance Manager

Piming joined the firm in 2002, after a career in Corporate Finance.  She is responsible for coordinating and resolving client issues with 3rd party companies, and managing the firm's internal financial reporting.

Piming earned her MBA from Duke University's Fuqua School of Business.  An avid pianist, she provides lunchtime music for the Belmont Senior Lunch program, and performs during non-profit fundraisers.  Piming is also a trained docent for the Fitzgerald Marine Reserve in Moss Beach.

Piming enjoys travelling, swimming, hiking, biking, and family time.

Phone 650-631-0600