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Helen Liu is a dynamic professional with a unique blend of legal expertise and financial acumen. Holding both a Juris Doctor (JD) degree and a Master’s in Finance, Helen brings a comprehensive understanding of both the legal and financial aspects of business. With over 25 years of experience in commercial banking and business brokerage, she has honed her skills in financial analysis, risk assessment, and strategic planning. Her ability to navigate complex financial landscapes and her commitment to excellence have earned her a reputation as a trusted advisor and a respected leader in the industry.

Outside of her business advisor role, Helen serves the Board of Directors at Bank Irvine, a community bank located in Orange County.