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Professional Story

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.

Education

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.

Hobbies

Books, Traveling, Fashion, Movies, Hiking, Spending time with my family.

Affiliations & Memberships

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.

Community Involvement

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


Languages: English, Chinese-Mandarin


Credentials: CFP®, CPA, MBA


Specialties:Insurance Strategies, Investment Strategies, Retirement Strategies, Business Succession Planning, Risk Management Strategies, Estate Planning, Business Owners, Financial Planning


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