Insurance Strategies, Investment Strategies (Reg. Reps Only), Retirement Income Planning, Retirement Strategies, College Funding Strategies, Risk Management Strategies, Estate Planning, Financial Education, Financial Planning ® , Student Loan Refinancing
English, Chinese-Cantonese, Chinese-Mandarin
I am dedicated to making a difference in people’s lives. 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. 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. Protect those you love.
MM202503-300856
Check the background of this investment professional on FINRA's BrokerCheck