Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Risk Management Strategies, Business Succession Planning
English, Chinese-Mandarin, Chinese-Cantonese
Being a financial services representative is more than a job—to me, it’s about relationships. I pride myself on building these strong relationships with my clients by always putting forth a smile, and more. Whether it’s making sure they’re comfortable enough to discuss concerns with me or diligently finding ways to help them resolve financial issues, my clients know that they can trust me.
I’ve been in financial services industry since 2009, and since then, I’ve qualified for both the Leaders Conference and MDRT, each four times (2010, 2014-2016). In the course of my 11-year career, I’ve been dedicated to solving any problems, no matter how large or small, my clients may have. They come to me with their financial needs and goals, and I bring to them ways to help meet them. Outside the industry, I involve myself with the community and local school activities. After all, it’s all about communication, trust, and what I can do for others.
CA License # 0I40580
CRN202110-255370
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