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 a Managing Partner. He is responsible for providing strategic direction. Peter remains a managing member of MFA. 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 Senior Managing Partner. 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 a Financial Advisor. 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.
Matt Shibata, CFA, CAIA
Matt joined Morling Financial Advisors in 2009 and serves as Managing Partner and Chief Compliance Officer. He is responsible for overseeing investment research and portfolio management. Prior to joining MFA, Matt worked at Bank of America’s 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 and CAIA charterholder. In his free time, Matt enjoys spending time with his family, drinking craft beer, volunteering with his church, reading, hiking, diving, and traveling.
Gary joined Morling Financial Advisors in 2012 and serves as a Portfolio Administrator. 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.
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 Specialist 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.
Julie recently joined Morling Financial Advisors as a Senior Financial Advisor. She brings nearly a decade of financial planning and investment advice experience. Julie works with her clients on creating, implementing, and monitoring their financial plans at all stages in life. Prior to coming to MFA, she worked at Fidelity Investments as a Financial Consultant with an emphasis in equity compensation. In addition, she has also worked for Morgan Stanley and AXA Advisors. Before Julie began her career, she graduated from the University of California, Los Angeles with a BS in Political Science. In her free time, she enjoys the company of friends, traveling, and checking out the latest in local culture from concerts to museums.
Dorinda joined MFA in 2014 after a 35-year career in the health care industry. She serves as the Marketing Project Manager for MFA. She is responsible for planning, coordinatingand implementing events that build and strengthen relationships with current and prospective clients. Dorinda attended the University of California, Berkeley and graduated with a BS in Pharmacy from Idaho State University. Dorinda spends her leisure time traveling to places on her bucket list.