I am Series 6 registered, and am Life and Health Insurance Licensed with over 19 years of experience. I have a record of qualifying for Leaders Conference 18 times, with the most recent year being 2019, but most importantly I am a Financial Representative, who is passionate about my career and thankful for the relationships I have built along the way.
My journey began in 2001 when I transitioned from the accounting sector to pursue a profession that has already made such a significant impact on the lives of many in my community. My knowledge in insurance has helped countless others meet their desired financial needs and goals over the years. As a result, I have amassed lifelong friendships among individuals who trust and value my guidance. Moreover, my ability to fluently speak Cantonese, Mandarin, and Taishanese has provided a skill in supporting numerous families, individuals and businesses in diverse cultural backgrounds. I believe that the key components of being a Financial Representative is attributed to serving clients needs first, with tenacity, empathy, and integrity.
Outside of my work, I love spending time with my family, especially quality time with my two children. When the opportunity arises, I also enjoy volunteering at senior citizen homes and dancing with the elderly. I will be happy to meet and start a conversation on your financial future. Contact me at (917) 753-8985 or email firstname.lastname@example.org.
I am licensed to sell insurance in: CT, FL, ME, MI, NY, and PA.
- Chinese – Cantonese
- Chinese – Mandarin
- Insurance Strategies
- Risk Management Strategies
- Retirement Strategies
- College Funding Strategies