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 am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will assist you as you:
- Define your personal financial goals
- Develop a financial strategy that can help you achieve these goals
- Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
- Implement your strategy with products and services that help meet your needs.
I am licensed to sell insurance in: CA, CO, CT, FL, GA, IL, IN, MA, MD, ME, MI, NC, NJ, NY, OR, PA, SC, TX, VA and WV, and securities in: CA, FL, NY and NJ. Domiciled in NY, CA Insurance License Number 0L46125.
- Chinese – Cantonese
- Chinese – Mandarin
- Insurance Strategies
- Investment Strategies
- Risk Management Strategies
- Retirement Strategies
- Retirement Income Planning
- College Funding Strategies
- Business Owners
- Business Succession Planning
- Charitable Giving
- Group Benefits
- Estate Planning
Check the background of this investment professional on FINRA’s BrokerCheckSee Bonnie’s Licenses and Disclosures