Leah Fang Naish

Employer firm

Mission Wealth Management, LP CRD 113057

$17.0B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• FAMILY WEALTH MANAGEMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2025 → 03/2026
  Wrp Wealth Management
  San Jose, CA
• 02/2024 → 02/2025
  Unemployed
  Cypress, TX
• 05/2020 → 02/2024
  Hewlett Packard Enterprise
  Houston, TX
• 04/2019 → 05/2020
  Infosys
  Cypress, TX
• 06/2018 → 03/2019
  Pivot Technology Services Corp.
  Cypress, TX
• 01/2017 → 06/2018
  Ge Oil & Gas
  Cypress, TX
• 05/2016 → 01/2017
  Macy's
  Cypress, TX
• 03/2026 → Present
  Mission Wealth Management, Lp
  Cypress, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-09

Other Names

• Leah F. Chen
• Fangxin Chen