Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Retirement Income Planning, Group Benefits, Financial Education
English, Chinese-Cantonese, Chinese-Mandarin
My goal is to provide families and business owners with assistance in building their financial freedom and my personal goal is to become a lifetime resource for each and every client. By providing analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.
Committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Through knowledge, world-class tools, and a network of experienced professionals, we can help with:
Registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 3003 Oak Rd, Suite 250, Walnut Creek, CA 94597 (925) 979-2300.
- Get a quote for term life insurance
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