Mandala Wealth Management, LLC ("Mandala") is an independent, fee-only Registered Investment Advisor (RIA) based in San Francisco, CA.
The firm is wholly owned by Jay Liao. Previously, Jay was a financial advisor and portfolio manager at Morgan Stanley, where he managed client assets for individuals, corporate executives, high-net worth individuals, families, and trusts.
Prior to Morgan Stanley, Jay served on the investment team for a private, ultra high net worth family office that managed over $1 billion across multi-asset classes, including hedge funds, private equity, real estate, and venture capital.
Jay is also the creator and founder of Portfolio Monkey, a financial technology website that was recognized as one of the Wall St Journal's "Best Online Tools for Personal Finance" and Money Magazine's 20 Best Websites.
Jay is a CFA Charterholder and holds an MBA from University of California, Berkeley.
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Mandala Wealth Management, LLC ("Mandala") is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Mandala and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Mandala unless a client service agreement is in place.