About Me

Life, Accident and Health Insurance Agent

CA License no. 4056195

Licensed in NV, TX, UT

Professional Career

A Certified Financial Education Instructor (CFEI) distinguished for hard work and a catalyst for change to provide positive results. 

With a caring personality, takes the time to understand the situation, anticipate the needs while determining gaps and ways to overcome barriers in attaining the goals.

Goals

To be a knowledgeable and effective financial educator (with a big heart and some sense of humor ) to promote financial literacy for everyone. 

To provide opportunities for families to become financially secured, making our money work for us and attain assured tranquility.

Solemn Promise

A Financial Professional with a dedication to lifelong learning, clients could expect the passion and perseverance in assisting with their financial needs assessment, determining ways to improve their financial situation and helping them position towards a sustainable financial growth and security.

Hobbies and interests

My personal interests include hiking with my family, reading self-improvement/finance books, listening to podcasts or audiobooks while doing household chores, and watching Kdrama (romantic comedy). 😀

“…it is a beautiful world. Be cheerful. Strive to be happy!”

-Desiderata
Photo by Asad Photo Maldives on Pexels.com
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