Insurance Strategies, Investment Strategies (Reg. Reps Only), Retirement Income Planning, College Funding Strategies, Risk Management Strategies, Estate Planning
English, Chinese-Cantonese, Chinese-Mandarin
David works with financial professionals to help them achieve their goals. David has extensive experience in helping financial professionals formulate their business from ideas to successful practices. David is a hands on person and cares about the financial professionals more than anything else. His focuses are: financial planning, teaming and diverse markets.
While working at MassMutual and MetLife, David qualified for Leader Conference three times (2006,2007,2008) as an advisor. He was also recognized as Sales Manager of the year in 2015.
David is a graduate of Boston University School of Management. He currently lives in Danville with his wife, Maureen. David is an avid soccer (San Jose Earthquakes & US National Team) and basketball (Golden State Warriors) fan. In his spare time, he travels around the country to go to games.
David also speaks fluent Chinese (Cantonese, Mandarin and Shanghaies).
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Boston University (1976-1980)