Focus: Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Financial Education
Languages: English, Chinese – Cantonese, Chinese – Mandarin
Everyone’s economic and life situation is unique; that’s what I ask my advisors to keep in mind when providing financial and securities related advice.
Having been in the financial services industry for 25 years, first as a financial advisor, then training director, and now Managing Director, I am passionate about effectively connecting with my clients and this can mean offering custom-tailored financial strategies that suits their unique needs. With my background as an educator, I help advisors on my team unleash their potential and attain high levels of success through coaching and directing them to focus on understanding the specific needs of a client. Thus, helping them build a strong, long-lasting, and trusting relationship with each of their clients.
It is my belief that a knowledgeable advisor who truly cares will effectively match clients with the appropriate, personalized financial plan. It has been my mission to not only set an example to my peers in this regard, but also encourage my team to accomplish the same. In achieving my professional growth, I have attained professional designations of Chartered Financial Consultant (ChFC®) and Life Underwriter Training Council Fellow (LUTCF®) to better myself, as well as the people and community I serve.
41-60 Main Street, Suite 303
Flushing, NY 11355