As your local New York Life financial professional, I offer financial guidance and insurance services from a Fortune 100 company with more than 175 years of experience protecting lives. I can help you protect and prepare for the future. Any testimonials are based on individual experience and not a guarantee of future performance or success. CA Ins Lic #0F93055
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I am not an order taker. You'll be educated so that you understand your goals and your needs and we work out solutions together. My clients trust me because commission is not my goal. I speak Chinese and understand Cantonese. To protect my clients' privacy I request them NOT to leave a review.
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As a licensed Agent of New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual's experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions. My California Insurance license number is 0J23875. See lessSee less of undefined summary
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A New York Life Insurance Agent (Financial Professional) helps individuals, families, and business owners protect their financial future through life insurance, retirement planning, disability income protection, long-term care solutions, and annuities. Their role is to understand a client’s goals, analyze their financial situation, and recommend strategies tailored to their needs. What makes a New York Life agent unique? Represents one of the oldest insurance companies in the U.S. New York Life has been helping families for more than 180 years and is a mutual company owned by its policyholders rather than stockholders. Focuses on long-term relationships Many agents work with clients for decades, helping them through major life events such as marriage, home purchases, business growth, retirement, and estate planning. Comprehensive training and support New York Life provides extensive training, mentorship, licensing support, and ongoing professional development to help agents serve clients effectively. Offers multiple financial solutions Agents can help clients with: Life Insurance Disability Insurance Long-Term Care Insurance Retirement Planning Fixed Annuities Business Protection Strategies
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Vietnamese speaking agent - Toi noi tieng Viet Financial service As a licensed Agent of New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual's experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions. My CA Insurance license number is 0M34602
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I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual's experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions. 550 S Winchester Blvd, Ste 405 San Jose, CA 95128 My California Insurance license number is 0M38764
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