Focus: Insurance Strategies, Business Owners, Special Care, Investment Strategies
Languages: English, Chinese – Mandarin
A famous saying in Buddhism goes, “If you light a lamp for someone else, it will also brighten your own path.”
This is the philosophy I abide by and it brings me nothing short of fulfillment and delight. I place an emphasis on helping others, and that I believe, is one of the most meaningful purpose in life. I take pride in my career as a Financial Advisor, as it enables me to help others navigate their complex and often confusing financial landscape.
Every day, I assist families, individuals, and small businesses prepare for their financial future through guidance on retirement, estate planning, or special needs services. I have knowledge and experience in a broad range of solutions from Trusts, 401Ks, IRAs, to Long Term Care, and insurance.
Being a successful and well-established professional in my field and community means getting involved. I am a member of Million Dollar Round Table in 2015, a proud affiliate in the Asian-American Women Business Association, and a member of NAIFA’s Life Underwriter Training Council Fellow. I will strive to help not only you but also those you care about to make informed decisions to help them in achieving their financial goals. Please contact me at (718) 308-5013 or email firstname.lastname@example.org to allow me in helping you take the first step towards financial wellness today!
Check the background of this investment professional on FINRA’s BrokerCheck
41-60 Main Street, Suite 303
Flushing, NY 11355