Focus: Insurance Strategies, Estate Planning, Risk Management Strategies, Retirement Strategies
Languages: English, Chinese – Mandarin
Knowledge is the key to a successful financial future. 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. I pride myself in getting to know each client so that I can understand their individual need and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
3003 Oak Road Suite 250
Walnut Creek, CA 94597-4541