In 1969, my family left Hong Kong to begin a new life in the United States. As an adult, I’ve taken the values of my youth along with integrity and applied them to my own financial planning business. This allows me to help others not only achieve their goals but protect their families as well. During my 20 years in the financial industry, I’ve achieved the education necessary to assist others make informed decisions. I am a Chartered Retirement Planning Counselor (CRPS®) and have my Series 6, 7, 63, and 65 licensing. I am also Life Insurance Licensed in California, Nevada, and Arizona.
In my spare time, my life continues to be about family. I enjoy spending time with my two girls, Riley and Jordyn.