Focus: Insurance Strategies, Group Benefits, College Funding Strategies, Business Owners, Business Succession Planning, LGBTQ, Military, Special Care, Charitable Giving, Risk Management Strategies, Financial Education, Estate Planning, Investment Strategies, Student Loan Refinancing
Languages: English, Chinese – Cantonese, Chinese – Mandarin
Knowledge is the key to a successful financial future.
I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: advisory services, retirement planning, estate strategies, employee benefits and retention services, business continuation strategies, and trust services.
My goal is to assist families and business owners building their financial freedom. I have the skills, knowledge and experiences required to help meet my client's established goals. My personal goal is to become a lifetime resource for each and every client.
My background, experience and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be.
Affiliations & Memberships
Member of the Financial Industry Regulatory Authority, Inc. (FINRA)
Member of GAMA & AALU
Check the background of this investment professional on FINRA’s BrokerCheck
17890 Castleton St #128
City of Industry, CA 91748