Insurance Strategies, Investment Strategies (Reg. Reps Only), Risk Management Strategies, Retirement Strategies, Retirement Income Planning, College Funding Strategies, Business Owners, Estate Planning
You have a vision for the future, and I can help you devise strategies to make it a reality. As an experienced financial services representative working in this industry for 17 years, I am confident that I have the knowledge and insights to help you embark on your personal journey to a successful financial future.
Professionally, I’ve been recognized for the following firm and industry achievements:
Not only am I committed to raising the standards of my career, I also strive to empower—I am a member of WIFS, Women in Insurance & Financial Services, a national organization dedicated to helping women succeed in financial services industry. I am proud to say that I’ve qualified for the Ruby award in WIFS.
I can speak both Chinese and English fluently. My language skills gave me an advantage in connecting with my clients and community at large, because it helps me develop a deeper understanding of the culture, needs, and goals of my clients, which I can then use as a blueprint to recommend financial solutions and strategies that’s appropriate and fitting for their lifestyle.
Outside of work, I am an avid runner. I like to apply my runner’s determination and a never-give-up attitude to everything I do. I would love to be a resource for you as you start planning for your financial future, contact me at (718) 833-1889 or at email@example.com.
I am licensed to sell insurance in: CA, FL, NJ, NY, and WV, and securities in NY, NJ, and CA. Domiciled in NY, California Insurance License Number: 4107581. I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 330 Whitney Avenue, Suite 600, Holyoke, MA 01040, Tel: (413) 539-2000.
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