Bo was born and raised in China. With the generous financial support from his mentor the late Dr. Spencer Scott of Omaha, NE, he immigrated to the United States to pursue his graduate studies in 1989. For over the last three decades, Bo has had the privilege of working with some of the most amazing individuals, families, and for-profit and nonprofit organizations to build, preserve, and transition their wealth. Prior to founding Wealthhouse Advisors in late 2015, Bo was a financial advisor and vice president at JP Morgan (1996-2004), Bank of America (2004-2008), and Wells Fargo Advisors (2008-2015). As a trusted advisor, Bo’s job goes way beyond providing his valued clients with great products and services. His job is also to share the education they need to be more successful in managing their financial affairs and reaching their goals and dreams.

Out of the office, Bo enjoys listening to Audible books. As a hobbyist photographer, Bo derives great satisfaction from taking beautiful portraits for his friends and clients. He was the founding president of the Photographic Society of New Jersey. As an avid boater, Bo often invites his friends/clients/thought leaders to tour the beauty of lower Manhattan, the Statute of Liberty, and the Hudson River on warmer days, in appreciation of their friendship, trust, and support.

Bo's philosaphy: work hard, serve well, and give back.

Bo has been happily married to his wife Cathy for 38 years. Together they raise two children, Marjorie and Scott.