Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education
Languages: English, Chinese – Mandarin, French
Chiou-Pying ( CP) is originally from Taiwan and has been living in the Bay Area for around 30 years. She joined the financial industry in 2006. Her tenure with the financial industry offered her unique opportunities to work in a multifaceted environment where diverse cultural values, relentless pursuit of excellence, and her inherent ability to contribute had all come together to shape and propel her career rewarding her with numerous recognitions and awards since 2007 as manager.
Chiou-Pying speaks English, Mandarin, Taiwanese and French. She hails an MBA in USA and an M.A. in French Linguistics from Switzerland. She attained the Series 6, 63, 26, 65 and 7 from FINRA, and CA P&C and Insurance licenses. She is also a LUTCF (Life Underwriter Training Council Fellow) and CLU (Chartered Life Underwriter). In her spare time, she enjoys listening to opera music, watching movies and cooking with her daughters.
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2055 Gateway Place Suite 700
San Jose, CA 95110