CFP®
Insurance Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Group Benefits, Business Succession Planning, Estate Planning, Investment Strategies (Reg. Reps Only), Financial Education, Retirement Strategies, Financial Planning ® , Risk Management Strategies
English, Chinese-Mandarin
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I provide an 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
MM202611-311872
Check the background of this investment professional on FINRA's BrokerCheck
University of Oregon (2010-2014)
Weight lifting
Yoga
Pre and Post Natal Corrective Exercise
Meditation
ultra marathons
Community Service Chair for BNI We Inspire