Over 15 years of experience in financial services industry, including 6 years working on Wall Street in New York.

Used to be a CFO of a U.S. public company and would like to be the "CFO" of each and everyone of your family. Help you achieve your financial goals more efficiently and effectively, such as retirement planning, kids' education fund savings, tax planning, and risk management etc.

Graduated with Honors from Boston University, Boston, Massachusetts with an MBA degree in 2004.

Enjoy community activities, such as local golf associations, soccer league, fishing tournament and hunting club etc.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Owner Considerations

My Personal Interests

  • Golfing
  • Soccer
  • Fishing
  • Hunting

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed
Email Me

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