Millicent Asuncion (Milli)
Senior Client Services Associate
Milli is a Senior Client Services Associate, supporting all the client service and advisory functions at Ocean Heights Advisors.
Milli has 16 years’ experience in the financial services industry. Most recently, she was a Senior Client Services Associate at the Los Angeles wealth management firm LourdMurray. Prior to this position, she held client service and operations roles at SEIA and Lenox Advisors.
Milli graduated Summa Cum Laude from DeVry University with a Bachelor of Science in Business Administration, majoring in Finance. She came to the U.S. from the Philippines in 2002 and has lived in Southern California ever since. She enjoys spending time with her husband and their 15-year-old miniature pinscher, Terra.
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660 Newport Center Dr. Ste 700
Newport Beach, CA 92660