Focus: Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Risk Management Strategies
Languages: English, Chinese – Mandarin, Chinese – Cantonese
I have seen many friends and close family suffer catastrophic losses, refuse to believe in insurance and leave their life to the harsh variables of reality. My career has been dedicated to a constant goal — educate and provide my clients with the care and protection they deserve.
I started my career in the financial services industry in 2001, with a strong passion to help and support my clients. I believe everyone has their own diverse backgrounds, stories, and needs. In my 17 years of experience, I consistently work together with my clients; listen to understand their situation, help to identify their financial goals, and provide professional guidance with holistic solutions. My diligent efforts have paid off with recognitions such as a 10-time Leaders Conference qualifier in 2017 and a one-time President Conference qualifier in 2003, along with numerous other achievements. My ability to speak fluent English, Mandarin, and Fujianese allows me to better connect with my clients and understand their needs with cultural sensitivity. It is my goal to use the knowledge I’ve gathered to give back to the community and help protect people from the “unpredictable” and be more prepared.
As a veteran financial services representative, I know what it takes to go above and beyond to service each individual’s unique situations. It would be a privilege for me to help you plan out your financial future. Contact me at (646) 201-8288 or email firstname.lastname@example.org to build towards a better financial future now!
2 Mott Street 9th Floor
New York, NY 10013