Our team is composed of experienced professionals who enjoy working closely with our clients and with each other. We are large enough to offer advice on a broad range of topics, and small enough to provide exceptionally personalized services to our clients.

 

Peter Ling, CPA

Peter founded Morling Financial Advisors in 1999 and serves as Chairman. He is responsible for providing strategic direction. Peter remains a managing member of MFA and sits on its investment committee. Prior to starting MFA, Peter founded and managed Morling & Company (an affiliated tax and accounting firm) in 1981.  Peter graduated from the University of California, at Berkeley, and holds a BS in accounting. Away from MFA, Peter is a managing partner of Morling & Company, is a co-managing partner of Commerce Solutions, and is CEO of Systems Integration Solutions.

Wa Huong, CFP®, ChFC

Wa joined Morling Financial Advisors in 2004 and serves as CEO and Senior Financial Planner. He is responsible for firm-wide management, strategic direction, and financial planning. Wa is also a managing member of MFA and sits on its investment committee. Prior to joining MFA, Wa was a financial advisor at MML Investors Services and The Mony Group. Wa graduated from San Francisco State University and holds a BS in Kinesiology. He is a Certified Financial Planner. Away from the office, Wa can usually be found at the gym or driving high-performance cars.

Sylvia Chin, CFP®

Sylvia joined Morling Financial Advisors in 2009 and serves as Chief Compliance Officer and Financial Planner. She is responsible for regulatory compliance, internal control monitoring, and financial planning. Prior to joining MFA, Sylvia was a financial advisor at Woodbury Financial Services. Sylvia graduated from the University of New South Wales in Sydney, Australia and holds a BComm in Accounting and Finance. She is a Certified Financial Planner as well as a Chartered Accountant from Australia. Sylvia spends her free time training for the next swim race and researching the best activity or curriculum for her kids to do.

Matt Shibata, CFA

Matt joined Morling Financial Advisors in 2009 and serves as a Portfolio Manager. He is responsible for overseeing investment research, trading, and portfolio management. Matt is also a managing member of MFA and sits on its investment committee. Prior to joining MFA, Matt worked for Bank of America in the Global Wealth and Investment Management division. Matt graduated with honors from the University of California, at Santa Barbara, and holds a BA in History. He is a CFA charterholder, as well as a member of the CFA Society of San Francisco. In his free time, Matt enjoys spending time with family and friends, being outside, reading, and traveling.

Gary Cheng

Gary joined Morling Financial Advisors in 2012 and serves as an Associate. He is responsible for client service, business operations, and portfolio administration. Gary began his MFA career as a college intern, building upon a previous internship at an M&A firm in Newport Beach. Gary graduated from the University of California, at Irvine, and holds a BA in Business Economics with a minor in Management. When he’s not helping clients, Gary enjoys following the San Jose Sharks hockey team and mountain biking.

 

Nicholas Garcia

Nick joined Morling Financial Advisors in 2014 and serves as a Financial Advisor. He is responsible for financial planning and client services. Prior to joining MFA, Nick was a financial advisor at MassMutual Financial Group and AXA Advisors. He graduated from the University of Arizona and holds a BS in Finance. Nick enjoys following the San Francisco sports teams, golfing, and exercising. 


 

            Victor Huang

                                                                    Victor joined Morling Financial Advisors in 2015 and                                                                         serves as a Financial Advisor. He is responsible for                                                                               financial planning and client services. Prior to joining                                                                         MFA, Victor worked as a Credit Analyst for Lending                                                                         Club. He also had extensive experience in working with                                                                     non-profits and NGOs. Victor attended William Jessup                                                                     University. Victor spends his free time enjoying good                                                                         coffee and food with friends, hanging out at the local                                                                         Crossfit box, and rooting for the Golden State Warriors                                                                     and 49ers.