A sociology graduate from NTU, she began financial planning early on. After graduation she worked as a stockbroker, but was buffeted by the first wave of the boom and bust stock market of the early 90s.
台大社會系畢業的她，很早就開始規劃財務，畢業後作過營業員，經歷過九○年代初第一波股市萬點的衝擊，財富暴起又暴落。