Find a CEA

For many years, clients have referred to me as their “financial doctor.” My work has focused on helping individuals thoroughly analyze their financial situation, identify both visible and hidden risks, and implement effective solutions through the smart use of financial tools. My goal has always been to help clients protect their wealth wisely and grow it strategically.

Now, in my 11th year in the industry, my professional path is expanding beyond traditional insurance. I am transitioning into comprehensive, global wealth planning, supported by my ongoing studies in the Global Financial Architecture Diploma Program at Fudan University.

This evolution reflects the growing needs of high-net-worth and ultra-high-net-worth families who require integrated strategies across asset protection, investment planning, tax efficiency, succession, global structures, and philanthropy.

Today, my role is no longer limited to product-based solutions. Instead, I operate as a holistic wealth architect, designing complete, customized family office–style frameworks that address both current challenges and future aspirations.

My mission is simple:

to safeguard legacies, strengthen financial resilience, and empower families to thrive across generations.

这些年来，客户常称我为他们的“财富医生”。过去我主要通过专业工具帮助客户梳理财务状况、识别风险，并提供有效的保障与财富增长方案。

进入第 11 年后，我的职业方向从单一保险销售升级为全球化的综合财富规划。目前正在复旦进修国际财富架构师学位课程，更系统地服务高净值与超高净值家族在资产保护、投资规划、税务布局、传承与全球架构上的深层需求。

如今，我提供的不再是产品，而是家族办公室级别的全球财富架构的解决方案——用专业能力为家族财富构建稳固结构、提升抗风险力，并守护跨世代的繁荣。