Focus: Insurance Strategies, Risk Management Strategies, Investment Strategies, Retirement Strategies, Retirement Income Planning, College Funding Strategies, Business Owners, Business Succession Planning
Languages: English, Chinese – Cantonese, Chinese – Mandarin
I help people protect the ones they love through a variety of financial products and solutions to meet their needs. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be.
Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
I am licensed to sell insurance in: AL, CT, FL, ME, MI, NC, NJ, NY, PA, SC, TN, TX and VA, and securities in: NY.
Check the background of this investment professional on FINRA’s BrokerCheck
2 Mott Street 9th Floor
New York, NY 10013