CFS, CLTC
Insurance Strategies, Retirement Strategies, Retirement Income Planning, Estate Planning, Business Succession Planning, Business Owners, Investment Strategies (Reg. Reps Only)
English, Chinese-Mandarin
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I received my Masters Degree in Human Resources from Rutgers, The State University of New Jersey. I am the current chairwoman of the New Jersey Chinese-American Chamber of Commerce, Agency Leader of AAX, and alumni of the Institute of Business and Finance.
MM202503-300856
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