Focus: Insurance Strategies, Investment Strategies, College Funding Strategies, Retirement Income Planning, Retirement Strategies, Financial Education, Group Benefits, Business Owners
Languages: English, Chinese – Cantonese, Chinese – Mandarin
Preparing for the next step in life isn’t always easy.
My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance 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.
Check the background of this investment professional on FINRA’s BrokerCheck
989 East Hillsdale Blvd Suite 230
Foster City, CA 94404