Insurance Strategies, Risk Management Strategies, Retirement Strategies, Retirement Income Planning, Investment Strategies (Reg. Reps Only), College Funding Strategies
English, Chinese-Cantonese, Chinese-Mandarin
My career in financial services began in 2011. Prior to that, I had experiences working in both the accounting sector and the health insurance industry. The culmination of my knowledge in these related fields affords me the ability to offer a more well-rounded perspective and an elevated level of insight to my clients when it comes to setting strategies for their finances.
I truly appreciate being a financial professional because it lets me do what I love—helping people. Just like how you maintain healthy conditions of your physical body, I believe that the health of your finances also requires attention, and it is often too important to be neglected or put off.
I help my clients identify gaps or pitfalls in their finances and in-turn offer guidance to develop sound strategies that would mend these gaps and ultimately weave a financial safety net that would not only meet their current needs but also their future goals as well. At the end of the day, knowing I helped my clients built a secure financial foundation which can allow them to enjoy life with less worry is what’s most fulfilling for me in this career. I’d love to help you get started with a pulse check on your finances, contact me at (718) 517-9585 or at firstname.lastname@example.org.
Professionally, I’ve been recognized for the following firm and industry achievements:
I am licensed to sell insurance in: CO, CT, FL, GA, NC, NJ, NY, PA, TN, and TX, and securities in NY.
I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 330 Whitney Avenue, Suite 600, Holyoke, MA 01040, Tel: (413) 539-2000.
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