Insurance Strategies, Risk Management Strategies, Retirement Strategies, Retirement Income Planning, Business Owners, College Funding Strategies, Business Succession Planning, Investment Strategies (Reg. Reps Only)
English, Chinese-Cantonese, Chinese-Mandarin
I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:
I am licensed to sell insurance in: CA, DE, FL MA, NJ, NY PA, VA, and securities in NY. Domiciled in NY, CA Insurance License Number 0E66612.
- Get a quote for term life insurance
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