Insurance Strategies, Risk Management Strategies, Investment Strategies (Reg. Reps Only), Retirement Strategies, Retirement Income Planning, Business Owners, Business Succession Planning, Group Benefits, College Funding Strategies
English, Chinese-Cantonese, Chinese-Mandarin
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: CA, NJ, and NY, and securities in CA, NJ, and NY.
- Get a quote for term life insurance
Check the background of this investment professional on FINRA's BrokerCheck