Insurance Strategies, Risk Management Strategies, Retirement Strategies, College Funding Strategies
English, Chinese-Mandarin, Chinese-Cantonese
I am a people person; I enjoy face-to-face communication, meeting new people, and learning about their lives and goals. These qualities have helped me become an effective financial services professional, because getting to know and understand my clients is the first step to help me make informed decisions on how to best provide guidance and set them up for financial independence and success.
My career began in 2001, and in these past 20 years, I’ve been recognized for the following firm and industry achievements:
I am the type of person who would get to the office early and leave late. I wholeheartedly devote my time and attention to my clients, so I can help pave a secure path for them as they plan for their individual and families’ financial future.
I am an extravert with a bubbly personality and a positive outlook on life. Outside my job, I enjoy dancing and singing and have even nurtured my hobbies with professional training. I look forward to meeting with you to discuss how I can assist you in your financial journey. Contact me for a complimentary consultation at (917) 655-1608 or email firstname.lastname@example.org.
I am licensed to sell insurance in: CT, FL, MA, NC, NJ, NY, TX, and VA.
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