Focus: Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Estate Planning, Investment Strategies
Languages: English, Chinese – Cantonese, Chinese – Mandarin
I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will assist you as you:
- Define your personal financial goals
- Develop a financial strategy that can help you achieve these goals
- Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
- Implement your strategy with products and services that help meet your needs.
I am licensed to sell insurance in: CA, CO, CT, FL, GA, IL, IN, MA, MD, ME, MI, NC, NJ, NY, OR, PA, SC, TX, VA and WV, and securities in: CA, FL, NY and NJ. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 2 Mott Street, 9F, New York, NY 10013, Phone: 212-515-4700.
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2 Mott Street 9th Floor
New York, NY 10013