Insurance Strategies, Risk Management Strategies, Investment Strategies (Reg. Reps Only), Retirement Strategies, Retirement Income Planning, Business Owners, Business Succession Planning, College Funding Strategies
English, Chinese-Mandarin, Chinese-Cantonese
I am dedicated to making a difference in people’s lives.
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
I am licensed to sell insurance in: CA, CT, FL, GA, MA, NJ, NY, OH, and VA, and securities in: NJ and NY. Domiciled in NY, CA Insurance License Number 0H14496.
- Get a quote for term life insurance
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