Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
Frank came to the United States from Shanghai, China. Intrinsically curious about human life, he earned a PhD in Biological Sciences at Carnegie Mellon University where he studied functions of a tumor suppressor. Like many people in 2007, he was deeply touched by the "The Last Lecture: Really Achieving Your Childhood Dreams" given by the late CMU computer science professor, Dr. Randy Pausch. After pushing back the frontiers of science for a decade, he realized the equal importance of preserving what we have in life besides exploring the unknowns in nature especially after becoming a husband and a dad himself.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies