4695 Mac Arthur Ct, Suite 1000
Newport Beach, CA 92660
Professional Story
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Private Wealth & Trust, FSB
Hobbies
Golf, Snowboarding, Reading, Fitness, Music
Languages: English, Chinese-Cantonese, Chinese-Mandarin
Credentials: CLU®, ChFC®
Specialties:Insurance Strategies, Investment Strategies, Risk Management Strategies, Retirement Income Planning, College Funding Strategies, Estate Planning, Business Owners, Group Benefits, Charitable Giving, Business Succession Planning, Retirement Strategies
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