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January 27, 2012 @ 02:15 PM

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S&P 500 1,315.15- 3.28
S&P Mid-Cap 400 941.72+ 4.20
10 Year Treasury Note 1.90- 0.04

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AXA Advisors, LLC

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

Newsletters

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

More Newsletters →

Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators →

Contact Info

Phone: 813-282-9088

Eric.man @axa-advisors.com

Local Office | Branch Office


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