Focus: Insurance Strategies, Business Succession Planning, Group Benefits, Business Owners, Retirement Income Planning, LGBTQ
Languages: English, Chinese – Mandarin
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
A Californian since 1979, I received my Bachelor's degree from Cal Poly Pomona and MBA from UC Irvine. In my free time, I enjoy hiking and camping in our wonderful Californian Wilderness. Most of all, I have dedicated my life to help others as a volunteer and as a professional.
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
135 State College Blvd. Ste 110
Brea, CA 92821