Hao joined Embarcadero Financial Group in 2024. Previously working as a Senior Client Associate at an RIA firm, Hao has experience communicating with ultra-high net worth clients and servicing their needs. Over the years, Hao has familiarized himself with the intricacies of an RIA firm and is now leading our firm’s operations. Based out of our San Francisco Office, he handles client requests and facilitate our day-to-day operations. Hao earned his B.A. in Economics from the University of California, Davis.