Charter Oak Financial: The Holyoke Office

330 Whitney Avenue #600
Holyoke, MA 01040

Professional Story

I am dedicated to making a difference in people’s lives.

Hobbies

Motorcycling, Biking, Running

Community Involvement

Habitat for Humanity


Languages: English, Chinese-Cantonese, Chinese-Mandarin


Specialties:Business Owners, College Funding Strategies, Retirement Strategies, Retirement Income Planning, Estate Planning