Focus: Insurance Strategies, Investment Strategies, Retirement Strategies, Risk Management Strategies, College Funding Strategies, Estate Planning
Languages: English, Chinese – Cantonese, Chinese – Mandarin
Preparing for the next step in life isn’t always easy. 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 a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions. I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you:
- Define your personal financial goals
- Develop a financial strategy that can help you achieve these goals
- Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
- Implement your strategy with products and services that help meet your needs.
I am licensed to sell insurance in: ME, NC, NJ, NY, PA, TN and WV, and securities in: NY and NJ. I am a registered representative of and offer securities and investment advisory services 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