Comprehensive goals-based financial planningTax-efficient investment managementDirect private equity, private credit, and private real estateRetirement income planningLife insurance and annuitiesICapital private placement platformBusiness developmentExcellent communication skillsPreviously Life, Health, Variable Annuity, and LTC licensed,Alpha, bonds, Business development, Chinese, Excellent communication, credit, clients, client, customer satisfaction, derivatives, Due diligence, editor, English, equity, equities, financial, financial planning, fixed income, insurance, investment management, investments, market, money, office, outlook, negotiations, newsletter, performance analysis, real estate, reporting, seminars, strategy, Tax, valuation, venture capital