Insurance Strategies, Risk Management Strategies, Investment Strategies (Reg. Reps Only), Retirement Strategies, Retirement Income Planning, Business Owners, Business Succession Planning, College Funding Strategies
English, Chinese-Mandarin, Chinese-Cantonese
I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:
I am licensed to sell insurance in: CT, FL, MA, MD, MI, NJ, NY, PA, and VA, and securities in NY.
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