Focus: Insurance Strategies, Risk Management Strategies, Retirement Strategies, Retirement Income Planning, Investment Strategies, College Funding Strategies, Business Owners, Business Succession Planning
Languages: English, Chinese – Cantonese, Chinese – Mandarin
I am dedicated to making a difference in people’s lives.
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
I am licensed to sell insurance in: CA, CT, FL, MD, MI, NC, NY, PA, SC, TX and VA, and securities in: NY. Domiciled in NY, CA Insurance License Number 0F47707.
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2 Mott Street 9th Floor
New York, NY 10013