I worked as the Products Quality Control Assistant Electronic Engineering in a Japanese and Taiwanese Electronics firm for five years before joining the life insurance industry in 1995 for 25 years (2021).

In the era of increasing financial complexity and uncertainty, the guidance and expertise provided by financial planners are more crucial than ever. I am continually inspired by the dedication and professionalism of financial planning.

In my previous role, I have had the privilege of working closely with clients to assess their unique needs and develop tailored insurance strategies to mitigate risks and achieve their long term goals. I possess a deep understanding of the complexities of insurance products and claims procedures and regulations, allowing me to provide informed guidance to my clients.

A significant portion of my business growth comes from referrals from satisfied clients.

I have managed to serve more than 1000 clients on their insurance planning that I believe will be valuable in holistic financial planning.

I am particularly excited about holistic and unbiased  financial planning and eager to contribute to help my clients. I firmly believe in a personal financial roadmap for success, guiding individuals through key milestones such as saving for retirement, purchasing a home, funding education, and preparing for unexpected expenses. By setting clear goals, establishing sound financial habits and making informed decisions, individuals can build a solid foundation for financial independence and peace of mind.

I look forward to the opportunity to discuss further how my background, skills and enthusiasm align with holistic financial planning.

I welcome the opportunity to further discuss how I can contribute to your financial planning initiative. Contact me today.