Insurance Strategies, Risk Management Strategies
English, Chinese-Mandarin, Chinese-Cantonese
Before the turn of the century, my wife worked in the insurance industry. I’d often help her with language translations and finding clients, and before I knew it, I serendipitously stumbled upon my passion. I realized I wasn’t just doing my wife a favor; I was helping people in my community with their financial future.
I began my own career as a financial Services Representative in 2001 and was met with immediate success. Among numerous awards and recognition, I am a two-time Presidents Conference qualifier in 2002 and 2003, and a seven-time Leaders Conference qualifier for the years 2004, 2005, 2008, 2017-2019, and 2021. Having the ability to fluently speak English, Mandarin, Cantonese, and Fujianese, I can better connect with my clients and listen to their unique circumstances to offer them the most appropriate advice through my professional knowledge and experience.
In my more than two decades in this industry, I’ve encountered people from various backgrounds and situations. Planning out your financial goal may seem daunting, perhaps even confusing, but I can help guide you on your path to reach financial security for you and your family. I’m ready and excited to help you plan your financial future. Contact me at (917) 279-9837 or via email at DGao@FinancialGuide.com.
I am licensed to sell insurance in: AZ, CA, CT, FL, GA, IA, MA, MD, ME, MI, MO, NC, NJ, NY, OH, PA, SC, TN, TX, UT, and VA. Domiciled in NY, CA Insurance License Number 0E73130.
CRN202510-3180525
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