Focus: Insurance Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Group Benefits, Business Succession Planning, Financial Education, Investment Strategies
Languages: English, Chinese – Cantonese, Chinese – Mandarin
Preparing for that next step in life isn’t always easy. 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.
Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.
I am licensed to sell insurance in: CA, CO, CT, FL, IN, MA, NC, NJ, NY, PA, SC and WV, and securities in: NY, NJ and FL. 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