Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be.
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 needs, and more importantly, their future needs.
I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions. I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will assist you as you:
- Define your personal financial goals
- Develop a financial strategy that can help you achieve these goals
- Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
- Implement your strategy with products and services that help meet your needs.
I am licensed to sell insurance in: CA, CT, FL, GA, IL, MD, MI, NC, NJ, NY, PA, SC, TX and VA, and securities in: CA, NJ, PA and NY. Domiciled in NY, CA Insurance License Number 0E59366.
- Chinese – Mandarin
- Chinese – Cantonese
- Insurance Strategies
- Investment Strategies
- Risk Management Strategies
- Retirement Strategies
- Retirement Income Planning
- College Funding Strategies
- Business Owners
- Business Succession Planning
- Group Benefits
- Estate Planning
- Charitable Giving
- Financial Education
Check the background of this investment professional on FINRA’s BrokerCheckSee Gordon’s Licenses and Disclosures