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中國香港特別行政區

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RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

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LOS ANGELES
Amy Foo
Senior Vice President, Private Wealth Advisor
EXPERIENCE
  • Vice President, Private Wealth Advisor, Union Bank
  • Vice President, Wealth Management Advisor, U.S. Bank
  • Consulting Group Analyst, Morgan Stanley
  • Associate, Cantor Fitzgerald
  • Account Executive, JPMorgan Chase & Co.
  • Member, Board of Governors, Boys & Girls Clubs of Santa Monica
EDUCATION
  • BA, University of Connecticut

Who I work with

Many of my clients have spent years building successful businesses and careers, and are now ready to focus on their financial affairs. I view my role as helping clients imagine the future they want, creating a plan to help make the most of their financial success and reducing the complexity in their lives.

Why I’m at Capital Group Private Client Services

I was very attracted by Capital Group’s reputation for investment management, and I am very proud of our company’s deep integrity, phenomenal people and service-driven culture. I’m a relentless advocate for my clients’ interests and put Capital Group’s extensive resources to work for them.

What informs my approach to serving clients

I love making a tangible difference in the lives of my clients and their families. That starts with getting to know them deeply. I devote a lot of time to listening to their stories so I can understand their life experiences, dreams and priorities. The better I understand where my clients are coming from, the better I’m able to help them get where they want to go.

“Growing up in an immigrant family, I had to navigate new pathways and overcome obstacles every day. I learned many lessons from that experience, including that anything is possible with natural curiosity and hard work. I bring that mindset to everything I do, from tackling client needs to mentoring underprivileged children in my free time.”

Amy Foo