Preparing for the next step in life isn't always easy. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals, deal with concerns, identify gaps, if present and offer strategies to help fulfill them.
Education
MBA
Languages: English, Chinese-Mandarin, Spanish
Credentials: MBA
Specialties:Insurance Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Risk Management Strategies, Investment Strategies, Business Owners, Business Succession Planning, Financial Planning, Student Loan Refinancing, Group Benefits