Biography

Those who choose to work together with me will find that I believe in bringing complete caring, insight, and financial knowledge to each client relationship. I strive to provide ideas and strategies which will help them achieve sustainable financial freedom. I encourage each client to make their own well-informed financial decisions through education about the options best suited to their specific needs.

I offer a full array of financial services in order to customize my approach for each individual and business, with previously 25 years of experience at MetLife, helping clients of multi-generations achieve their goals.

I have been resident of San Diego for over 30 years, am fluent in Chinese and Vietnamese and have helped many clients from differing backgrounds to reach their financial goals.

Those who choose to work together with me will find that I believe in bringing complete caring, insight, and financial knowledge to each client relationship. I strive to provide ideas and strategies which will help them achieve sustainable financial freedom. I encourage each client to make their own well-informed financial decisions through education about the options best suited to their specific needs.

 I offer a full array of financial services in order to customize my approach for each individual and business, with previously 25 years of experience at MetLife, helping clients of multi-generations achieve their goals.

I have been resident of San Diego for over 30 years, am fluent in Chinese and Vietnamese and have helped many clients from differing backgrounds to reach their financial goals.

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)

Languages

  • English
  • Vietnamese

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