I received my Bachelor of Science in Business Management from Shanghai University in China. I went on to complete my MBA in Accounting, Finance, and Business at Anderson Graduate School of Management, UCR. I later received my CPA designation and CFP® certification. I am an active member in the Pacific Ridge community in Newport Coast and Caramella Ranch Community in Reno, NV. I participate as a Lifetime Member of the Orange County Chinese American Chamber of Commerce. With over 17 years of experience with UBS, MetLife and MassMutual, I have achieved recognition as an America’s Council Producer, Top of the Council Producer, Blue Chip Conference Producer, perennial Leaders Conference Producer, and Membership to the Million Dollar Round Table. 

I am an active member in Pacific Ridge and Caramella Ranch communities and participate most of the community activities.