Insurance Strategies, Risk Management Strategies, Investment Strategies (Reg. Reps Only), Retirement Strategies, Retirement Income Planning, College Funding Strategies, Business Owners, Business Succession Planning, Estate Planning
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: CT, ME, NC, NJ, NY, PA, TN and WV, and securities in: NY and NJ.
- Get a quote for term life insurance
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