Your Life... Your Way. Plan It. Live It. Love it.
I can help make it happen!
Transitioning from a 15-year career in garment industry, I joined Equitable Advisors LLC. in 2011. I'm pleased to have received many company awards.
Two of my designations include: LUTCF (Life Underwriter Training Council Fellow) and FSCP (Financial Services Certified Professional) and am currently working towards my CLU (Chartered Life Underwriter) designation. These allow me to provide essential product knowledge and planning concepts. I consider all aspects of a client's current financial position and their financial goals to offer comprehensive financial planning, rather than selling individual products.
An active member of the Million Dollar Round Table, an international network of the top 5% of financial professionals globally, I was honored to speak at the MDRT International Convention. I addressed the importance of life insurance to low net worth individuals and families. For the past several years, I have volunteered for their foundation, which donates 100% of funds raised to charities around the world.
I am committed to professionalism, responsiveness and long-standing relationships. Let's talk so I can learn about your financial concerns and discuss how I may support you.
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