Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Investments
  • Insurance

Education

  • BS Accounting, Brooklyn College 1996

Previous experience

  • VP Financial Advisor - HSBC Securities Philadelphia, PA, 2013-2015
  • VP Branch Manager - HSBC Bank Philadelphia, PA, 2011-2013
  • AVP Premier Relationship Manager - HSBC Bank Philadelphia, PA, 2006-2011
  • Senior Client Relationship Officer - TD Waterhouse New York, NY, 2000-2005

Community participation

I am actively engaging and serving local community and also member of Cherry Hill Chinese Christian Church. I became deacon for the church in Jan 2017 and serving with youth program since 2013. I am the core team member for our local community to host Tim Tebow Foundation Night To Shine event for special needs people since 2016.

Interests

* traveling

* table-tennis

* camping

* social gathering

My photos

2 albums
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