Naomi Leung

Naomi Leung is a Senior Associate at NorthRock Partners, based in California, where she specializes in personalized financial planning and wealth management strategies for high-net-worth individuals and families. In her current role, she is responsible for developing tailored investment portfolios and guiding clients through complex asset allocation decisions, drawing on deep analytical expertise acquired over years in boutique advisory firms.

Naomi focuses particularly on multi-asset class portfolio construction, including equities, fixed income, alternative investments, and tax-efficient strategies for private clients. Her work also extends to retirement planning, estate planning, and risk management, ensuring a holistic approach that aligns with clients' long-term financial goals.

She previously served as Senior Associate and Associate at Parkside Advisors LLC, where she gained significant experience analyzing diverse asset classes and supporting client advisory teams. Naomi holds a degree in Finance from Bentley University and an additional degree from The University of Manchester, equipping her with a global perspective and technical proficiency in investment analysis and financial planning.