CoverProfile

May Ly

Senior Vice President

Baker Street Advisors

United States, California, San Francisco

About Me

May has over 15 years experience working with corporate executives, high-net worth individuals and trusts. Her experience encompasses the areas of personal financial planning, income tax planning and investment advisory services. Prior to Baker Street Advisors, she spent two years with regional accounting firm Frank, Rimerman & Co where she focused on individual, partnership, and corporate taxation. May earned a Bachelor of Science degree in Accounting and Finance from the University of San Francisco and is a CERTIFIED FINANCIAL PLANNER™.

Profile Information

Senior Vice President

Baker Street Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

San Francisco

California

United States

May 15, 2024

More profiles to browse

Profile Photo
Jim Milligan
Partner
LE
Liberty Efrid
Manager
RT
Rhonda Thomas
Senior Vice President
Profile Photo
Annie Roth
Managing Director

You Might Like

Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
RD
Russ Degitz
Principal
Huntington University