Focus: Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Business Succession Planning, Estate Planning, Financial Education, Risk Management Strategies
Languages: English, Chinese – Mandarin, Chinese – Cantonese
Before the turn of the century, my wife worked in the insurance industry. I’d often help her with language translations and finding clients, and before I knew it, I serendipitously stumbled upon my passion. I realized I wasn’t just doing my wife a favor; I was helping my community with their financial future.
I began my own career as a financial advisor in 2001 and was met with immediate success. Among numerous awards and recognition, I am a two-time Presidents Conference qualifier and four-time Leaders Conference qualifier, with the most recent year being 2017. With the ability to fluently speak English, Mandarin, Cantonese, and Fujianese, I can better connect with my clients and listen to their unique circumstances as accurately as possible to offer them the most appropriate advice through my professional knowledge and experience.
In my 17 years in this industry, I’ve encountered people from many unique backgrounds and situations. Planning out your financial goal may seem daunting, perhaps even confusing, but with my financial guidance, financial security or even success could be right around the corner. I’m ready and excited to help you plan your financial future. Contact me at (917) 279-9837 or via email at DGao@FinancialGuide.com.
2 Mott Street 9th Floor
New York, NY 10013