Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Financial Education
English, Chinese-Mandarin, Chinese-Cantonese
I started my career in the financial services industry as an Account Executive in 1991, and throughout the next 17 years I have built a successful practice earning consistent industry and firm recognition year after year.
In 2008, I transitioned into my current managerial role. As a member of the local leadership team, I have supported many financial professionals in different stages of their career to strive for their professional goals. Equipped with a strong sales background, a passionate entrepreneurial spirit, and 30 years of industry experience, I offer coaching and insight into helping financial professionals build and expand their network, as well as provide tailored solutions to their clients to secure their financial future. I manage a group of 30+ financial professionals with a focus on serving the Chinese American communities in the greater New York and New Jersey area. As a Registered Principal and Managing Director, I am also responsible for recruiting motivated individuals and provide teaming opportunities to potential candidates.
I speak Mandarin, Cantonese, and Wenzhounese. My language ability affords me an advantage in working with my peers as well as the people in my community. Outside of work, I am actively involved in Monmouth Community Christian Church in Central New Jersey, where I have been serving in the worship and children ministry. In doing so, I aim to teach kids the values and beliefs that will bring them hope for the future. In my spare time, I enjoy entertaining small group gatherings.
I am licensed to sell insurance in: NJ and NY and securities in NJ and NY. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 330 Whitney Avenue, Suite 600, Holyoke, MA 01040, Tel: (413) 539-2000. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies.
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