Focus: Insurance Strategies, Investment Strategies, College Funding Strategies, Business Owners, Retirement Income Planning, Business Succession Planning, Group Benefits
Languages: English, Chinese – Cantonese, Chinese – Mandarin
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
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 education fund, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I work closely with my clients and can also work with you. I will assist you as you:
- Define your business and personal financial goals
- Develop a financial strategy that can help you achieve these goals
- Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
- Implement your strategy with products and services that help meet your needs
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
I offer a broad portfolio of business and individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
Check the background of this investment professional on FINRA’s BrokerCheck
2241 Douglas Blvd., Suite 100
Roseville, CA 95661