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硅谷顶级理财专家是怎样炼成的?

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萧朱玲保险与理财事务所

由萧朱玲(Julia Hsiao)法学博士/税法硕士/财务顾问创立于1997年,目前公司服务团队有八人,专注提供个人与家庭的保险和理财规划。至今二十年来,公司服务超过2000顾客/个桉,管理约20亿美金人寿保险额,以及约1亿美金的投资/退休金。萧朱玲在遗产保持与财富累积方面,以广泛的知识与经验,与律师,会计师等专业人士合作,致力为跨国居民,高净值客户及其家人,提供信托规划和保险与财务策略。此外,萧朱玲每年举办20-30场讲座,提供客户与社区人士各方资讯,讲题涵盖:保险,投资理财,退休规划,长期照护等。

Julia Hsiao Insurance & Financial Services was founded by Julia Hsiao, J.D., LL.M., Financial Adviser in 1997. There are total 8 members in the team helping individuals and their families for their insurance & financial planning. In the past twenty years, the company has served more than 2000 clients/cases, asset under management on life insurance about $200M and on annuities / investment about $10M. Julia has utilized her extensive knowledge in the areas of estate conservation and wealth accumulation, team up with professionals as attorney & CPA, in providing transnational residents, high net worth clients and their family with trust planning & insurance and financial strategies. In addition, Julia organizes about 20 – 30 seminars per year, providing educational information on insurance, investment, retirement and long term care planning for the clients and communities.

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