Planning for YOUR future Vision:
"Our goal is to provide individuals, business owners and corporations with comprehensive insurance, investment and asset preservation services. Our program of integrated planning helps offer balanced, flexible strategies designed for your particular circumstances and objectives. Each financial instrument is part of a well-conceived plan designed to help you achieve optimum performance and exceptional value." I have been a financial professional since 1999. By helping many individuals and families achieve their financial dreams, I have been able to completely satisfy the goal and vision of this company. I am particularly knowledgeable at helping business owners protect their assets, provide cost-effective employee benefits and supplemental retirement plans. To stay ahead financially, you should constantly re-evaluate your current financial plans to help ensure that they are keeping pace with your lifestyle changes. I can help simplify this process by assisting you in building a financial strategy. In AXA-Advisors, we all work hard to help you to achieve your financial dreams. We believe a good partnership is critical to success. To this partnership I bring both the understanding of a seasoned professional and experience in the financial services arena. As a financial professional at AXA-Advisors, I work hard with a team of experts to help families and business to achieve their financial goals. I was born and raised in Hong Kong. I also lived in Paris before moving to the US. I moved to Florida in 1985. I earned a BA in accounting, a minor in French and a MBA at USF. I can speak both English and Chinese. During the past, I led many non-profit organizations in the Tampa Bay area. I always enjoy helping others and promoting unity in the community. For me to stay on top of the financial industry and develop my skills, I constantly attend training courses and certification programs. I am always dedicated to help families and business. My lovely wife Virasin and I have three beautiful children who are Bonita, Jovi and Erica. My hobbies include deep sea fishing, soccer, table tennis, and playing mahjong. Thanks for visiting Education and related experience: University of South Florida with a Master Degree in Business Administration and B.A degree in accounting. AXA Advisors recognition includes: National Leaders Corp - 1999, 2000, 2004 Divisional Leaders Corp - 2001, 2002, 2003, 2005, 2006, 2007 Centurion- 2008 Accreditations and Professional Affiliations: FINRA registered Representative Series: 7, 6, 24, 63, 65 Member of Tampa Association of Insurance and Financial Advisors Community and Civic Organizations: Past president of Suncoast Association of Chinese Americans Founding member of Asian American Coalition of Florida Founding member of Asian American Chamber of Commerce Founding member of Asian Festival of Tampa Bay Board member of The Gus A. Stavros Center for Free Enterprise and Economic Education of University of. South Florida |

