Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education
Languages: English, Chinese – Mandarin
Our team of financial services representatives do a wonderful job of helping their clients meet their financial goals, and as a Sales Manager, I’m committed to supporting both the company and clientele to the best of my ability. I’ve been in the financial services industry for 15 years, on both the management side and as a Certified Financial Planner certificant. As a professional, I am a 4-time qualifier for Leaders Conference and qualifier for MDRT.
I like to stay active and involved outside of my career, as well— especially with bringing together the Chinese-American community in the Greater New York area. I aim to give back to my community by working with young individuals who are seeking career advice, using my education and experience to help them achieve their financial goals. I help plan the various activities and festivals at Huaxia Chinese School and also participate in the local soccer club. Just as I promote communication at work, I want to do the same in other areas of my life.
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2025 Lincoln Highway, Suite 140
Edison, Nj 08817