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Sagient

8383 Wilshire Blvd Suite 600
Beverly Hills, CA 90211

Professional Story

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB


Languages: English, Chinese-Mandarin


Specialties:Insurance Strategies