Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Financial Education, Risk Management Strategies
Languages: English, Chinese – Mandarin, Chinese – Cantonese
“Caring is contagious.” If there was a phrase that could sum up my career to date, it would be that. When I speak with my clients, I hear in their voices how much they care about their loved ones, and in turn, I care about them. My clients are not just policyholders—they are people, with families, stories, and futures, and to work with them is a privilege.
I have been in the financial services industry since 2007, but one thing has remained constant—I am, and have always been, motivated by a strong desire to help and support others. Today, I am proud to be part of MassMutual Greater Hudson as a financial services representative, and I have received consistent recognition for my services on both the company and industry level—a 10-time Leaders Conferences qualifier most recently in 2018, a 2017 Platinum Council qualifier, a 2018 Blue Chip Council qualifier, as well as membership in the MDRT trade association.
It goes without saying that everyone has different financial goals, and I am committed to helping my clients figure out theirs. By giving them individualized attention and taking care to understand how their current circumstances will inform their future, I provide clients with products and services that best fit their needs. Additionally, my fluency in Mandarin, Cantonese, and Fujianese allows me to break through language barriers and better connect with clients in the Asian American community.
I’d love to speak with you about what I can do to help you attain financial success. I'm ready to listen, to understand, and to support you to the best of my ability.
CA License # 0F96790
Check the background of this investment professional on FINRA’s BrokerCheck
2 Mott Street 9th Floor
New York, NY 10013