Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Risk Management Strategies, Estate Planning, Financial Education
English, Chinese-Mandarin, Chinese-Cantonese
Since my career began in 1999, over 4000 clients have trusted me with their financial futures. With two decades of experience in the financial services industry, I’ve worked with individuals, families, and businesses to come up with comprehensive strategies that are tailored to their circumstances. I conduct thorough analyses of my clients’ financial affairs and advise them on how to best allocate their assets, and I make it clear to them that I am not there as a short-term advisor but as a lifetime resource.
I’ve received recognition for my services as a financial services representative and investment adviser such as:
These distinctions are only a small part of my career, for the greatest reward, to me, is having earned the loyalty and faith of my clients.
The products and services I offer include:
My goal is the same as yours, and I’d be happy to assist you however I can.
I am licensed to sell insurance in: CT, FL, GA, LA, MA, NC, NJ, NY, PA, RI, and VA and securities in: NY, NJ, and CT.
- Get a quote for term life insurance
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