Insurance Strategies, Investment Strategies (Reg. Reps Only), Retirement Income Planning, Retirement Strategies, College Funding Strategies, Financial Education, Risk Management Strategies
English, Chinese-Mandarin, Chinese-Cantonese
If there was a phrase that could sum up my career to date, it would be that “Caring is contagious.” When I speak with my clients, I hear in their voices how much they care about their loved ones, and in turn, I care deeply about each of them. They’re not just clients and policyholders—they are people, with families, stories, and futures, and to work with them is a privilege.
I have been in the financial services industry since 2007, but one thing has remained constant—I am, and have always been, motivated by a strong desire to help and support others. Professionally, I have received consistent recognition for my services on both the company and industry level:
It goes without saying that everyone has different financial goals, and I am committed to helping my clients figure out theirs. By giving them individualized attention and making the effort to understand how their current circumstances will inform their future, I provide clients with products and services that best fit their needs. Additionally, my fluency in Mandarin, Cantonese, and Fujianese allows me to break through language barriers and better connect with clients in the Asian American community.
I’d love to speak with you about what I can do to help you attain financial success. I'm ready to listen, to understand, and to support you to the best of my ability. Contact me at (212) 515-4805 or at firstname.lastname@example.org.
I am licensed to sell insurance in: AL, CA, FL, IL, IN, MA, MD, MI, MS, NC, NJ, NY, OH, OK, PA, SC, TN, TX, and WI, and securities in NY. Domiciled in NY, California Insurance License Number 0F96790. I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 330 Whitney Avenue, Suite 600, Holyoke, MA 01040, Tel: (413) 539-2000.
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