CFP®, CFA, ChFC®, RICP®, WMCP®
Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, College Funding Strategies, Business Succession Planning, Financial Planning ® , Estate Planning, Retirement Strategies
English, Chinese-Mandarin
I am committed to building long-term relationships with my clients and helping them reach their goals is my
number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom
for my clients. I am prepared to assist clients with their financial plans and help them meet their long-term
financial goals. I work closely with my clients and can also work with you. I will assist you as you:
• Define your personal financial goals
• Develop a financial strategy that can help you achieve these goals
• Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
• Implement your strategy with products and services that help meet your needs
• Employee benefit and retention services
• Business continuation strategies
MM202503-300856
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