Our Qualifications
In
1982 Don began helping individual clients and families with
their insurance and investments needs. A
California
licensed registered financial representative, he also holds
the designation of Corporation
for Long Term Care Certification (CLTC)
Vivian
started out as a mortgage underwriter in 1993.
Fluent in Mandarin and with a degree in finance and
economics, she eventually became an investment specialist
for Citibank. Switching
to New England Financial in 1997, she was named Rookie of
the Year.
Now Vivian helps her clients, as well as small businesses
with their employee benefits and retirement plans.
Together,
Don and Vivian have been recongnized as top specialists in
their industry.
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