
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
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