5885 Meadows Rd #850
Lake Oswego, OR 97035
Professional Story
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
- Advisory services Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
Languages: English, Chinese-Mandarin
Credentials: CFP®
Specialties:Insurance Strategies, Investment Strategies, Retirement Income Planning, Group Benefits, Estate Planning, College Funding Strategies, Business Owners, Retirement Strategies, Business Succession Planning, Charitable Giving, Financial Education, Risk Management Strategies
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