Insurance Strategies
English, Chinese-Mandarin, Chinese-Cantonese
When I speak with my clients, I hear how much they care about their loved ones. And turn to me, I care deeply about each of you. You're not just clients and policyholders, you are people, with families, stories, and futures, and to work with your is a privilege. I care, and I'm ready to listen, to understand, and to support you to the best of my ability.
I have been in the financial services industry since 2018, I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high-net-worth families, businesses, and institutions.
I'm prepared to assist clients with their financial needs, and help clients to build a strong foundation, and to achieve their long-term financial goals, by providing them individual attention, and making efforts to understand how their current circumstances will impact their future. Professionally, I have received consistent recognition for my services towards my industry and my career:
Leaders Conference: 2018, 2019, 2020
*Recognized by Massachusetts Mutual Life Insurance Company (MassMutual) based on prior calendar year sales. Recipients are agents of MassMutual.
I am licensed to sell insurance in FL, CO, GA, OH, PA, TN, NJ, and NY.
CRN202409-722820
Check the background of this investment professional on FINRA's BrokerCheck