Raymond is a seasoned independent financial advisor with over 20 years of comprehensive experience and cross-cultural background. He provides customized financial solutions to help high-net-worth clients. During the 2008 financial crisis, his clients had no exposure to subprime products.
Raymond is the award winner of Advisor / Council by Fidelity & Municipal Bonds Council by Eaton Vance Group.
Raymond used to work for Morgan Stanley and Merrill Lynch. He has won various awards, such as Best Career 2008 & 2010.
Raymond loves his community and served two terms as a director on a volunteer basis through elections for the Gwynedale Residents Association.
After coming to the USA, Raymond attended the Financial professional program at Wharton Business School, and he is one of the top students in the class. Raymond graduated from a top business school: the University of International Business & Economics in Beijing, China, he was a dean’s list honor winner.
Currently, Raymond holds investment licenses series 6, 7, 31, 63 & 65 and various life insurance licenses and real estate agent licenses in PA & NY.
Raymond speaks: English & Mandarin.
Raymond’s hobbies after work: are walking, Swimming, Golf, Music and reading.