Insurance Strategies, Business Owners, Military, College Funding Strategies, Retirement Strategies, Retirement Income Planning, Group Benefits, Business Succession Planning, Risk Management Strategies, Financial Education, Charitable Giving, Estate Planning
English, Chinese-Cantonese, Chinese-Mandarin
Thank you for checking my Bio, it's nice to meet you here, a little bit about me - I’m a veteran in my 40s, had served honorably in the U.S. Marine Corps, married and have two children. I enjoy playing Pokémon Go with my kids when I’m off. Traveling and photography are also my favorite pastime. As a parent of two, I've been there, done that, so I know 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 offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
我講流利國, 粵語, 能清楚了解你的需求, 盡心竭誠為您服務.
- Get a quote for term life insurance
Check the background of this investment professional on FINRA's BrokerCheck
United States Marine Corps
University of Maryland University College
Photography, Calligraphy, Brush Painting
President of the FoGuang sub-chapter of the BLIA Houston