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.
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.
Books, Traveling, Fashion, Movies, Hiking, Spending time with my family.
I am a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Members SIPC. 10960 Wilshire Blvd, Suite 2100, Los Angeles, CA 90024. (310) 689-3300.
I am an active member in Pacific Ridge and Caramella Ranch communities and participate most of the community activities.
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