About me
I'm a dedicated financial representative with a passion for empowering individuals and families through tailored financial planning. Growing up, I noticed a significant gap in financial literacy within my community, particularly among the younger generation. This inspired me to become a beacon of knowledge and support for those looking to secure their financial future.
Understanding and navigating the world of finances can be challenging, especially if you don't have the right guidance. That's where I come in. My mission is to make financial planning accessible and understandable, so you can confidently build a secure and prosperous future.
As a native speaker of Chinese, I am uniquely positioned to bridge cultural and linguistic gaps, ensuring that my advice resonates and is clearly understood. Whether you are just starting your career, planning for your child's education, or preparing for retirement, I am here to guide you every step of the way.
Passionate about making a difference, I offer services tailored to the specific needs of the Asian and American communities. Together, we will navigate the complexities of financial planning and unlock opportunities that align with your goals and values.
Let's embark on this journey together towards financial empowerment and success. Reach out today, and let's start planning for a brighter future!
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
