
Helping you plan a bright future!
Founder of the client-centric financial service firm -Touchstone Financial LLC
Graduated from Peking University and University of Notre Dame
Having 25+ years of financial service experience
Previously an actuary and executive for a major insurer- Head of Product Pricing
Passionate about helping clients achieve financial goals
Specialize in Retirement Planning, Tax-Advantaged Saving Strategies, Asset Protections & Alternative Investments
Graduated from New York University with Economics Major
Having 5+ years client service experience
Responsible for providing marketing and administrative support to advisors
Set Goals and Implement Strategies
Grow Wealth with Tax Efficiency
Manage Risk & Protect Family Assets
Zoom Meeting
Register using the link below https://zoom.us/meeting/register/eQmeMDCNSeKD6HhmrNfViw
Zoom Meeting
It is never too early to get started on your financial plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
51 John F Kennedy Parkway, 1st Floor West, Short Hills, New Jersey 07078, United States
Phone: 973- 315-7555 Email: info@touchstonefin.com
Mon | 09:00 am – 05:00 pm | |
Tue | 09:00 am – 05:00 pm | |
Wed | 09:00 am – 05:00 pm | |
Thu | 09:00 am – 05:00 pm | |
Fri | 09:00 am – 05:00 pm | |
Sat | Closed | |
Sun | Closed |
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