Focus: Insurance Strategies, College Funding Strategies, Group Benefits, Business Succession Planning, Business Owners, Retirement Strategies, Student Loan Refinancing, Financial Education
Languages: English, Chinese – Mandarin
Services that I provide to individuals and their families:
I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:
- Define your personal financial goals
- Develop a financial strategy that can help you achieve these goals
- Suggest suitable products and solutions based on your needs
- Implement your strategy with products and services that help meet your needs.
Services that I provide to high net worth individuals and business owners:
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
- Retirement income solutions
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
I am licensed to sell insurance in: California and Nevada.
CA Insurance License # 4002441, NV Insurance License # 3489961.
MassMutual refers to Massachusetts Mutual Life Insurance Company.
University of Southern California Educational Doctorate (Ed.D.)
California State University, Dominguez Hills M.B.A.
California State University, Los Angeles B.S. Business Administration
Backyard fruit tree hobbyist
Plumeria, Cymbidium and Rose enthusiast
Dana Middle School PTSA
Red Cross Volunteer
Eaton Canyon Golf Club Member
1045 W. Huntington Drive Suite 200
Arcadia, CA 91007