Welcome to Agape Wealth Management
Investment Management
Financial Planning
Retirement Income Planning
Estate Planning
Tax Strategies
Risk Management & Insurance
Our Story
Amy is a seasoned financial professional whose credentials include ChFC and CRPC, and who also holds an MBA from the University of Southern California (USC). Driven by a clear vision of delivering an ordinary experience that would feel extraordinary for clients, after nearly two decades at leading institutions — JPMorgan Chase, Bank of America Merrill Lynch, Wells Fargo, AIG and AIA, she founded Agape Wealth Management, LLC. What began as an independent advisory practice has since evolved into a formally registered Independent Registered Investment Advisor (RIA), reflecting a steadfast commitment to fiduciary responsibility, rigorous standards, and disciplined excellence.
Our Mission
“At Agape Wealth Management LLC, our mission is to empower clients to achieve their financial dreams across the spectrum of wealth accumulation, preservation, and transfer. We are devoted to fostering a meaningful and enduring legacy across generations through biblically grounded stewardship, unwavering integrity, and exceptional service.”
