I grew up in a village in Hangzhou, China. My mom sells stuff (chicken, ducks, lotus seeds, etc.) and my dad works in construction. They have lived in the same village since they got married. I'm currently living in St Leonard, MD. It takes over 30 hours by air, metro, train, and car to get back to their village. How I end up on this side of the pacific is a life story that I couldn't be more grateful for. Yet something never changes between generations: integrity, intellect, and hard work. I take these traits everywhere I go. And I happen to do financial planning.
I love financial planning because it is math, problem solving, social connection all at once. No job gives me as much satisfaction as the intellectual challenge a case presents, and the trust and bond my clients share with me over time. Not to mention the real-life impact I'm able to make to families. It is all-in-all a dream job.
Outside financial planning I love growing flowers, foraging, designing solutions for my house and yard, and playing with babies. Other than that I'm a total introvert.
I went to Nanjing University for my undergrad and Syracuse University for my MA degree. Go NJU and GO Orange!
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
