Focus: Insurance Strategies, Retirement Strategies, College Funding Strategies, Risk Management Strategies
Languages: English, Chinese – Mandarin, Chinese – Cantonese
Knowledge is the key to a successful financial future. My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional.
My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.
I offer a broad portfolio of individual insurance protection and financial products and services for high net worth families, businesses, and institutions. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
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 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.
I am licensed to sell insurance in: [NY].
2 Mott Street 9th Floor
New York, NY 10013