Specialties
About Me
My Credentials: 12+ years licensed insurance professional Certification and Education: FSCP, PHD, RICP Licensed to assist with Life Insurance, Long Term Care, Investments, Annuities.
Helping clients understand their options and achieve their goals are what make my job so rewarding. Every client is unique, so together we can develop a personalized approach that meets today's needs and tomorrow's as well.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
Ph.D. FSCP®, RICP®
Chartered Designations
What do these credentials mean?
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Disclosures
Helping Families Protect, Grow, and Transfer Wealth As a Financial Professional with New York Life, I help individuals, families, and business owners create strategies for protection, retirement planning, wealth accumulation, and legacy planning. My practice focuses on helping clients navigate important financial decisions, including life insurance protection, retirement income planning, education funding, business succession planning, and wealth transfer strategies. I am proud to serve both English-speaking and Mandarin-speaking families, providing personalized guidance based on each client's unique goals, values, and circumstances. I believe financial planning is not just about products—it is about protecting the people you love and creating opportunities for future generations. My goal is to build long-term relationships and provide ongoing support as life changes and new financial needs arise. Whether you are starting a family, preparing for retirement, growing a business, or planning your legacy, I look forward to helping you build a strategy with confidence.