Focus: Insurance Strategies, Risk Management Strategies, Retirement Strategies, Retirement Income Planning, Business Owners, College Funding Strategies, Business Succession Planning, Investment Strategies
Languages: English, Chinese – Cantonese, Chinese – Mandarin
I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:
- Define your personal financial goals
- Develop a financial strategy that can help you achieve these goals
- Suggest suitable products and solutions based on your needs
- Implement your strategy with products and services that help meet your needs.
I am licensed to sell insurance in: CA, DE, FL MA, NJ, NY PA, VA, and securities in NY. Domiciled in NY, CA Insurance License Number 0E66612.
Check the background of this investment professional on FINRA’s BrokerCheck
2 Mott Street 9th Floor
New York, NY 10013