Focus: Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, Charitable Giving, Group Benefits, Estate Planning, Financial Education, Investment Strategies, Risk Management Strategies, College Funding Strategies
Languages: English, Chinese – Mandarin, Chinese – Cantonese
Contrary to what one may expect, my career has never been about me—it’s about my clients and their needs, above all. Their financial goals are formed by different circumstances, backgrounds, and visions, and my job as Financial Adviser at MassMutual Greater Hudson, first and foremost, is to assess all of that and figure out how I can best help them. It’s not about my success, but theirs. There is a reason why most of my clients are referrals.
Whether it’s presenting a variety of products for them to consider to providing holistic analyses of their situations, I offer a portfolio of services to solve problems and pave paths for the future. I’ve been in the industry since 2006, and in these 13 years, I’ve been a sales director with MetLife for 3 years (from 2008-2011) as well as a financial services representative. I’ve previously qualified for the MetLife’s Presidents Conference 4 times (2012-2016), and I’ve qualified Blue Chip Council 2 times (2017-2018) and qualified, every year, for the Leaders Conference and MDRT ever since 2007. I’ve also received the 2009 NAIFA National Quality Award for my services, but to me, the trust of my clients is the greatest award of all.
AR Insurance License # 8904141
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41-60 Main Street, Suite 303
Flushing, NY 11355