100 Huntington Dr, Suite 100
Alhambra, CA 91801
Professional Story
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
- Retirement income solutions
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
Languages: English, Chinese-Mandarin
Credentials: MBA
Specialties:Insurance Strategies, Estate Planning, Business Owners