Insurance Strategies, Investment Strategies (Reg. Reps Only)
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.
University of California, Berkeley; May 2005
Bachelor of Arts in Rhetoric & Film, Education Minor
APA Family Support Services; San Francisco, CA
Association for Chinese Families of the Disabled (ACFD), San Francisco, CA
Check the background of this investment professional on FINRA's BrokerCheck