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 assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:
- Define your personal financial goals
- Develop a financial strategy that can help you achieve these goals
- Suggest suitable products and solutions based on your needs
- Implement your strategy with products and services that help meet your needs.
I am licensed to sell insurance in: CT, FL, GA, NC, NJ, NY, PA, TX, and VA, and securities in: NY.
- Chinese – Mandarin
- Chinese – Cantonese
- Insurance Strategies
- Risk Management Strategies
- Investment Strategies
- Retirement Strategies
- Retirement Income Planning
- Business Owners
- Business Succession Planning
- College Funding Strategies
- Financial Education
Check the background of this investment professional on FINRA’s BrokerCheckSee Cindy’s Licenses and Disclosures