Focus: Insurance Strategies, Investment Strategies, College Funding Strategies, Charitable Giving, Risk Management Strategies, Retirement Income Planning, Business Owners, Estate Planning, Group Benefits, LGBTQ
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 needs 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.
Frank came to the United States from Shanghai, China. Intrinsically curious about human life, he earned a PhD in Biological Sciences at Carnegie Mellon University, where he studied functions of a tumor suppressor. Like many people in 2007, he was deeply touched by "The Last Lecture: Really Achieving Your Childhood Dreams" given by the late CMU computer science professor, Dr. Randy Pausch. After pushing back the frontiers of science for a decade, he realized the equal importance of preserving what we have in life besides exploring the unknowns in nature, especially after becoming a husband and a dad himself.
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2201 Walnut Ave.Suite 380
Fremont, CA 94538