As an immigrant from Thailand, I came here for what everyone seeks as the “American Dream”, to have a good career opportunity, a happy retirement, and of course, pass on our wealth to the ones we love. So, I focus my practice on retirement and estate preservation planning for families and business owners in my community, especially for my Thai-American families.
As a financial professional at New York Life I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons I joined the company back in 2017. After 11 years working in the insurance and financial industry, I wanted the opportunity to work somewhere that made it easy for other people to do what was right, and more importantly, made it easy for me to do right by them.
You can take comfort in the fact that I have been a proud member of the Thai community in USA for almost 20 years, and therefore have a vested interest in seeing people in my community succeed. As an immigrant from Thailandl, I have many of the same hopes and aspirations as my Thai-American clients and am happy to share with you all the resources and information New York Life has to offer.
Depending on your needs, I can introduce you to some ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed agent to sell insurance through New York Life Insurance Company and can offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In addition to my 16 years of experience, I hold MBA from the University of West Florida and MS from Chulalongkorn University and LUTCF Designation from the American College of Financial Service
Within my 16 years career, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important first step. So if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know.
Neither New York life Insurance Company, not its agents provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions