My Story

As an immigrant, coming to America in 2005, finance was never a consideration in my career. I prioritized working hard and surviving, as most immigrants do. My bachelor's degree in Medical Technology meant that working in a clinical laboratory was my most plausible option to put food on the table.  Little did I know that lacking financial literacy in the US would tremendously hurt my family and me.  

I believe many can relate to falling into the practice of simply following non-professional advice, going with what is popular and common, or what many had done without proper knowledge of what those financial decisions meant. I learned my lesson the hard way with the economic downturn of 2008 followed by poor financial investment in 2010, and in 2015, when my father, after a long battle, succumbed to cancer. I had realized late that the comprehensive living benefits that I had ignored could have helped me in my time of adversity. Before then, I had not gone through the effort of thoroughly understanding how it all financially worked here in the US - the market fluctuations, the tax implications, and the cost of health care, real estate, insurances and retirement options.

This great lesson led me to pursue a career in the financial industry. The loss of both my life anchor and my retirement fund led me to crave for knowledge and understanding on how this industry functions. As I got into the field, meeting many families, I became a first hand witness that many are just like me-unaware of the basic financial concepts of saving and investing money. I have also  witnessed how their behaviors have lead to experiencing poor health whether in their early and later years and it had burden the family's finances tremendously. It had since then become a mission to educate, inform and give people solutions on how to have peace of mind despite challenging times and how to improve their behaviors and help them live healthier, happier and longer. 
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Caring, teaching, planning, and protecting others is now a passion and a mission where I want to leave a legacy; I want to be a pillar in many households and offer guidance in how they can change the trajectory of their financial future.

And your trust in me is my utmost priority.