My job is more than offering professional advice and financial solutions—it’s about building strong relationships. This has been my philosophy since I began my career in the financial services industry 2003. When my clients come to me, they know I am not just a financial professional, I am someone they can trust, depend on, and share their most pressing concerns with. My approach starts with listening and understanding my client’s perspective, then using it as a foundation and essential guide to assist me in finding the appropriate solutions and strategies to support their financial needs and goals.
Professionally, I’ve been recognized for the following firm and industry achievements:
- Presidents Conference 2004-2012 (MetLife)
- Leaders Conference 2013-2020 (MetLife + MassMutual)
- Life member of MDRT
My unique language abilities (proficiency in English, Mandarin Chinese, and Fujianese dialect) allows me to better connect with the many immigrant families in the greater New York City area whom I have the privilege of serving in the past two decades of my career. In addition to helping them with financial strategies, I am always willing to support my clients and make use of my education and translation skills.
I am licensed to sell insurance in: AL, AR, AZ, CA, CO, CT, FL, GA, IA, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NJ, NM, NY, OH, OR, PA, SC, TN, TX. VA, WI, WV, and WY. Arkansas Producer Insurance License Number 7884707. Domiciled in NY, CA Insurance License Number 0F67746.
- Chinese – Mandarin
- Chinese – Cantonese
- Insurance Strategies
- Risk Management Strategies
- College Funding Strategies
- Retirement Strategies