Focus: Insurance Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Estate Planning, Retirement Strategies, Financial Education
Languages: English, Chinese – Mandarin, Chinese – Cantonese
My job is more than selling products or offering professional advice—it’s about building strong relationships. This has been my philosophy since I began my career in 2003. When my clients come to me, they understand that I am not just a financial services representative, but someone they can depend on and share their concerns with. Being able to help and support my clients in multiple ways has always been one of the most fulfilling parts of my job.
Professionally, I am a 6-time Leaders Conference qualifier (from 2013 - 2018) and a 9-time Presidents Conference qualifier (from 2004 – 2012). I have also received industry-level recognition as a Qualifying and Life Member of MDRT. My language abilities (English, Mandarin Chinese, and the Fujianese dialect) allow me to better connect with the many immigrant families in the greater New York City area. 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.
2 Mott Street 9th Floor
New York, NY 10013