Specialties
About Me
I am a Registered Representative and insurance agent with New York Life, dedicated to supporting Chinese-American families and business owners.
With more than two decades of diverse career experience—from IT and education to financial services—I bring a broad perspective to understanding clients’ needs. Known for my people-centered approach, I enjoy community engagement and event organizing. With bilingual fluency and the ability to build rapport quickly, I help clients protect what matters most and plan confidently for the future.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
FSCP
Chartered Designations
What do these credentials mean?
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Disclosures
I am an insurance agent with New York Life Insurance Company and a Registered Representative offering securities through NYLIFE Securities LLC (Member FINRA/SIPC), a licensed insurance agency and broker-dealer affiliate of New York Life. Discussions relating to insurance or financial strategies are for informational purposes only and should not be considered individualized tax, legal, or investment advice. Clients should consult their own professional advisors regarding their personal circumstances. Product and service availability is subject to the terms, conditions, and approval of New York Life and its affiliates. Insurance and investment products may not be suitable for everyone and involve risk, including potential loss of principal.