After a successful decade of starting and running my own real estate agency while raising a family in Taiwan, my family and I emigrated to the United States. Shortly after arriving in the United States, I sought to find a career which would enable me to use my background as a small business owner, a career woman, and a first-generation immigrant. Thankfully, I found the financial services industry. Given my past experiences, I am well-qualified to understand the unique challenges as well as the opportunities facing many our individual and business owner clients.
Having been in the financial industry for over three decades, I have assisted countless business owners as well as individuals implementing solid financial strategies as their needs change and their wealth grew over the years through a committed and collaborative processes. My objectivity, honesty, integrity, and dependability have earned the trust of my clients. As my daughter has followed me into the financial industry, we have continued to serve our clients, which often represent multiple generations, with the same zeal and passion. There is nothing more satisfying to us than assisting our clients by implementing sound financial strategies and seeing them succeed in reaching their financial goals.
For the past decade and more, I have focused my services in four broad categories:
Risk management and long-term care planning
I look forward to delivering practical ideas using investment and risk management strategies to help you make the most of your financial future.
- National Chun Hsien University, BS; Taipei Taiwan
Achievements and Recognition
- FINRA Series 6, 7, 63, and 65
- Life and Health Insurance licensed
- Production Growth Bronze 1992,1994
- Production Growth Silver 1989
- Production Growth Gold 1990, 1992
- President's Cabinet 1992-1996
- Hall of Fame 1998
- Superior Achievement 2003
- Distinguished Service 2008
- Veteran Service 2012
- Silver Medal of Honor 2013
- Hallmark I 2000
- Hallmark II 2007
- Hallmark III 2016
- National Leaders Corps 1988 - 2020
- Circle of Excellence 2006, 2007
- Centurion 1993 - 2020
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable firstname.lastname@example.org. Complaints about an Equitable Advisors FP should be directed to email@example.com. CA Insurance Lic. # 0B85591
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at firstname.lastname@example.org. Complaints about an Equitable Advisors FP should be directed to email@example.com.
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