Insurance Strategies, Risk Management Strategies, Investment Strategies (Reg. Reps Only), Retirement Strategies, Retirement Income Planning, Business Owners, College Funding Strategies
English, Chinese-Cantonese, Chinese-Mandarin
I am a dedicated Financial Services Professional and have over 26 years of industry experience with insurance licenses in Life, Health, and am Series 6, and Series 63 registered. I first started in the banking business, where I specialized in investments, mergers, and operational management. After 14 years in banking, I decided to expand my knowledge and practice to actively make a difference as a Financial Adviser. I found that Insurance is an essential component in every individual's life, yet few are aware of the necessity and benefits in having this protection.
Moreover, this profession has granted me the ability to help others reach their desired financial goals. It has led me to build new and lasting relationships with individuals, families, and businesses. Throughout the past ten years, I have helped clients with diverse backgrounds varying in age, education, occupation, and ethnicity. In this journey, I have gained their trust with consistent support, compassion, integrity, and patience. I have qualified for Leaders Conference nine times, most recently in 2021, and have plans to pursue additional licensing in Property & Casualty and Series 7. I truly believe that knowledge is power and one should never limit themselves when it comes to learning.
When I am not servicing or connecting with clients, I am a mother who enjoys running, yoga, and Zumba classes. I am fluent in English, Taishanese, Cantonese, and Mandarin. I can also speak Spanish and Fuzhounese conversationally. I’d love to connect with you to start the conversation on your financial future. Contact me today at (917) 669-4228 or email at AMei@FinancialGuide.com.
I am licensed to sell insurance in: CA, FL, GA, Ml, NC, NJ, NV, NY, and TX and securities in: NY and NJ. CA Insurance Lic. # 0100402
CRN202510-3180755
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