Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Business Succession Planning, Risk Management Strategies, Investment Strategies (Reg. Reps Only), Estate Planning
English, Chinese-Mandarin, Chinese-Cantonese
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: AZ, FL, GA, NC, NJ, NY, and TX and securities in: NY.
- Get a quote for term life insurance
Check the background of this investment professional on FINRA's BrokerCheck