Focus: Insurance Strategies, Investment Strategies, Retirement Strategies, Retirement Income Planning, College Funding Strategies, Financial Education
Languages: English, Chinese – Cantonese, Chinese – Mandarin
My career in financial services spans almost 2 decades. I began, in 1999, in the accountancy sector and worked with health insurance for a few years, before transitioning over to life insurance in 2011. Having experience in multiple fields within the industry gives me a level of insight that contributes to my success as a financial services representative with MassMutual Greater Hudson. Since becoming a financial services representative, I’ve qualified for the Leaders Conference 8 times (from 2011 – 2018) and have previously attained MetLife's Platinum conference 4 times (2012, 2014- 2016). I am also a 2018 Blue Chip Council qualifier and a 2018 Qualifying member of MDRT.
My strength lies in being able to effectively use what I’ve gathered in the course of my career to help other people. Offering successful financial solutions requires knowledge and resources, and I do my best to make them accessible to my clients. Knowing that my clients trust me is something that gives me confidence, and my relationships with them make my career ultimately fulfilling.
Check the background of this investment professional on FINRA’s BrokerCheck
41-60 Main Street, Suite 303
Flushing, NY 11355