Meet Alice
Focus areas
Insurance Strategies, College Funding Strategies, Retirement Income Planning, Business Succession Planning, Investment Strategies, Business Owners, Estate Planning, Group Benefits, Risk Management Strategies, Retirement Strategies
Languages
English, Chinese-Mandarin, Chinese-Cantonese, Japanese
Professional Story
Knowledge is the key to a successful financial future. My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge, and experience required to help meet my client's established goals. My personal goal is to become a lifetime resource for each and every client. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
I am licensed to sell insurance in NJ, NY, PA, DE, MD, TN, FL, and CA.
Insurance Representative of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and its affiliated US insurance companies. 184 Liberty Corner Road, Ste. 315, Warren, NJ 07059-6969. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.
Education
Sophia University (1989-1990), The Second Foreign Language Institute of Beijing (1979-1983)
Hobbies
Dancing, Music, Gardening, Traveling
Community Involvement
Lower Providence Presbyterian Church, Local Food Pantry
MM202611-311872
Check the background of this investment professional on FINRA's BrokerCheck
MassMutual New Jersey-NYC
Warren, NJ 07059-6868
