I am a dedicated Financial Services Professional and have over 26 years of industry experience with insurance licenses in Life, Health, and FINRA Series 6 and Series 63 registrations. I first started in the banking business, where I specialized in investments, mergers, and operational management. After 14 years in banking, I decided to expand my knowledge and practice to actively make a difference as a Financial Advisor. I found that Insurance is an essential component in every individual's life, yet few are aware of the necessity and benefits of having this protection.

Moreover, this profession has granted me the ability to help others work toward their desired financial goals. It has led me to build new and lasting relationships with individuals, families, and businesses. Over the course of my career, I have helped clients with diverse backgrounds varying in age, education, occupation, and ethnicity. In this journey, I have built lasting relationships through consistent support, compassion, integrity, and patience. I am a multi-year qualifier for Leaders Conference.

When I am not servicing or connecting with clients, I am a mother who enjoys running, yoga, and Zumba classes. I am fluent in English, Taishanese, Cantonese, and Mandarin. I can also speak Spanish and Fuzhounese conversationally. I’d love to connect with you to start the conversation on your financial future. Call me today at (917) 669-4228 or email at AMei@FinancialGuide.com.

 

I am licensed to sell insurance in: CA, CT, FL, Ml, NC, NJ, NY, and securities in: NY and NJ. CA Insurance Lic. # 0I00402