3333 Michelson Drive, Ste 300
Irvine, CA 92612
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 Trust Co., FSB
Languages: English, Chinese-Mandarin
Specialties:Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Group Benefits, Business Succession Planning, Estate Planning, Financial Education, Risk Management Strategies, Charitable Giving
Check the background of this investment professional on FINRA's BrokerCheck