Focus: Insurance Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Estate Planning, Business Succession Planning, Investment Strategies
Languages: English, Chinese – Cantonese, 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.
I am licensed to sell insurance in: FL, GA, MI, NC, NY and OH, and securities in: NY. I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 2 Mott Street, 9F, New York, NY 10013, Phone: 212-515-4700.
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2 Mott Street 9th Floor
New York, NY 10013