Chinese immigrant Reva Azeez says financial planning is like building a house from the ground up. With almost 20 years of experience, she says roofing is now the primary focus of most of her clients.

Brian Sak thought he wanted to become a psychologist until he realized how much school it would require. Switching to finance, he soon realized that being a great wealth manager often requires the same skills as a therapist.

Taiwanese immigrant Tracy Chen ditched a grueling career in corporate law to help wealthy families protect their assets and transfer their wealth to the next generation.