Focus: Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Business Succession Planning, Risk Management Strategies, Investment Strategies
Languages: English, Chinese – Mandarin, Chinese – Cantonese
I am dedicated to making a difference in people’s lives.
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
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, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MS, NC, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, UT, VA, and WI and securities in: NY, NJ and MN. Domiciled in NY, CA Insurance License Number 0L85597. Arkansas Producer Insurance License Number 3947774.
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2 Mott Street 9th Floor
New York, NY 10013