New York Life

As a Financial Professional with New York Life, I help individuals, families, and small business owners protect what matters most and plan for a secure financial future. As a Chinese speaker and someone who understands the challenges many first-generation immigrants face, I'm passionate about helping my community make informed financial decisions-from life insurance and retirement planning to wealth transfer and tax-efficient strategies. I take the time to explain complex financial concepts in simple terms, offering personalized guidance in both English and Mandarin. My goal is to help you feel confident, supported, and empowered in your financial journey. Backed by New York Life's 175+ years of financial strength and integrity, I provide solutions you can count on today and for generations to come. *Neither New York Life Insurance Company nor it's agents or employees provide tax or legal advise. Please consult your tax and/or legal advisors regarding your particular situation before implementing any strategies.