Focus: Insurance Strategies, Risk Management Strategies, College Funding Strategies, Retirement Strategies, Retirement Income Planning, Investment Strategies, Business Owners, Business Succession Planning, Group Benefits, Estate Planning, Financial Education
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: CA, CO, CT, FL, IN, MA, NC, NJ, NY, PA, SC and WV, and securities in: NY, NJ and FL. Domiciled in NY, CA Insurance License Number 0I30220.
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2 Mott Street 9th Floor
New York, NY 10013