How to Build a Successful Career in Wealth Management
Breaking into wealth management — and thriving in it — often comes with unspoken rules, opaque pathways, and rooms where representation is limited.
In recognition of AAPI Heritage Month, we’re bringing together seasoned leaders in wealth management for a virtual panel to share candid insights on building credibility, navigating career inflection points, and creating long-term success in a traditionally exclusive industry. From early career decisions to leadership and ownership, our panelists will reflect on what they wish they had known sooner — and what truly moves the needle.
Whether you’re exploring wealth management, growing your practice, or building influence within financial services, this conversation offers real-world perspectives, practical advice, and community-rooted wisdom for women charting their own paths in finance.
About the Panelists:
Mahalene Dulay
Mahalene focuses on personalized financial planning and client education. She works closely with individuals to help them build financial stability, confidence, and long-term security. Her approach emphasizes trust, accessibility, and thoughtful guidance.
Connect with Mahalene Dulay
Anjali Jariwala
Anjali is a Certified Financial Planner™ and a founder dedicated to helping women, families, and entrepreneurs build wealth aligned with their values. Anjali is especially passionate about helping women feel confident and in control of their financial lives.
Connect with Anjali Jariwala
Hui-chin Chen
Hui-chin Chen brings a global perspective to her work in finance, with experience spanning investment analysis and financial strategy. She is skilled in navigating cross-border markets and complex financial environments. Her work reflects both analytical rigor and cultural fluency.
Connect with Hui-chin Chen
About the Moderator
Betty Wang
Betty specializes in retirement planning and comprehensive wealth management. She works closely with clients to help them prepare for financial independence while navigating career changes, family needs, and evolving life goals.
Connect with Betty Wang
Not a member of The Authentic Asian?
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Please note that this is a space that centers women and those who relate to their lived experience. If you do not identify with this and would still like to support or engage with the community, feel free to reach out to The Authentic Asian team. We’d be happy to explore other ways to include you.