Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, Charitable Giving, Group Benefits, Estate Planning, Financial Education, Investment Strategies (Reg. Reps Only), Risk Management Strategies, College Funding Strategies, Student Loan Refinancing
English, Chinese-Mandarin, Chinese-Cantonese
My career thus far has never really been about me—it’s about my clients and helping them achieve their financial goals and life aspirations. Throughout my 15 years in this industry, I’ve learnt that each client’s financial needs and concerns are unique. It’s a reflection of their cultural and economic backgrounds, as well as their vision and hope for the future. My job as a financial professional is to listen to my clients, understand where they come from, their current circumstances, and together, figure out how I can best help them get to where they want to be. It’s not just about making smart financial decision—it’s about improving the bigger picture of life itself.
My clients trust me because I always go above and beyond in my due diligence at conducting thorough research on financial products and solutions prior to making any sort of recommendation. I’ll consider all aspects of my client’s needs, obligations, and goals, so that they can rest assured knowing I have their best interest in mind.
Whether you are looking to start planning for your own personal or family’s finances, or if you’d like to review and analyze the strategies you’ve already put in place, I’ll be happy to help you pave a path to secure your financial future! Contact me at (718) 517-9522 or at firstname.lastname@example.org.
Professionally, I’ve been recognized for the following firm and industry achievements:
I am licensed to sell insurance in: AL, AR, CT, FL, IA, KY, MI, MN, MO, MS, NJ, NY, PA, and TN, and securities in NY. Arkansas Producer Insurance License Number 8904141.
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.
Check the background of this investment professional on FINRA's BrokerCheck