Focus: Insurance Strategies, Investment Strategies
Languages: English, Chinese – Mandarin, Chinese – Cantonese
I am a people person; I enjoy face-to-face communication, meeting new people, and learning about what they have to share. In that regard, I am a strong financial services professional, because I love what my work is about. Getting to know my clients help me make informed decisions on how to best guide them when it comes to their financial goals, how to set them up for success in both the present and the future.
My career as a financial services professional began in 2001. In these 18 years, I have qualified for the Leaders Conference 13 times (2003, 2005-2014, 2016, 2018), Presidents Conference 6 times (2006-2009, 2012, 2016) and 2018 Blue Chip Council. Along with company and industry recognition, I’m happy to say that I’ve also gained a lot of experience through my work with clientele and other experienced financial professionals. I am the type of person to get to the office early and leave late, and it is all for my clients.
Outside my job, I enjoy dancing and singing and have undergone training for those activities; it’s only natural that my extraversion and open personality translates from stage to office.
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41-60 Main Street, Suite 303
Flushing, NY 11355