Focus: Insurance Strategies, Retirement Strategies, College Funding Strategies, Risk Management Strategies
Languages: English, Chinese – Mandarin, Chinese – Cantonese
When I began my career in the financial services industry twenty-two years ago, I was a member of the administration staff, mainly working as a receptionist. Year after year, I saw grateful clients came into our office, and told me how much our financial advice and solutions helped them and their families. I realized how important we were to our clients, by being there for them when they most needed our help. Eventually, I decided to become a financial advisor myself and fulfill my wish of helping others.
Despite becoming a financial professional just recently in 2017, I immediately received recognition for my services, qualified for the 2017 Leaders Conference and being named a 2017 and 2018 Rising Leader. Being able to speak a wide variety of languages and dialects such as English, Mandarin, Cantonese, and Taishanese—along with my extensive experience in the industry—afforded me the confidence to provide my clients with the best possible service and help.
It would be my pleasure to speak with you about your financial future. As a financial services representative, I have the know-how to assist you in addressing your financial needs. I am ready to listen to your story. Please contact me at (917) 816-2860 or email firstname.lastname@example.org.
2 Mott Street 9th Floor
New York, NY 10013