Insurance Strategies, Investment Strategies (Reg. Reps Only), Risk Management Strategies, Retirement Strategies, Retirement Income Planning, Business Owners, Business Succession Planning, Group Benefits, College Funding Strategies, Financial Education, Estate Planning
English, Chinese-Cantonese, Chinese-Mandarin
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.
Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.
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 am licensed to sell insurance in: CA, CT, GA, NJ, NY, PA, UT and WA, and securities in: CA, NJ, NY and WA. Domiciled in NY, CA Insurance License Number 0L51945.
- Get a quote for term life insurance
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