Born and raised in Tianjin, China, Nancy moved to America and settled in Atlanta, GA in 2003. After moving to America, she attended the University of Georgia and received her MBA in Finance.
Nancy started her financial service career with Bank of China international business section back in 1992. With 16+ years of industry experience Nancy is passionate about helping clients make informed decisions. She works closely with clients to understand the full scope of their financial needs and helping them build a road map to financial independence.
As a mom, Nancy raised her only son and supported him all the way through college. In 2018 he graduated from Vanderbilt University, Nancy has always considered this her biggest accomplishment in life. She understands most of her clients have competing financial needs such as living a good life today, being able to fund their children’s education, and take care of retirement needs. She wants to help her clients leverage strategies to achieve financial goals and live a more satisfying life today and tomorrow. She coaches her clients to create a structured and disciplined process to manage cash flow, so they can save more and invest in the future.
Nancy has a passion to share her personal experience with college funding and retirement planning. She sees the need for helping clients understand how to use the different resources in the retirement stage. Planning for social security, long term care, Medicare, and how to address the concerns of outliving their money.
Nancy is a member of the National Association of Women Business Owners. As a woman business owner, she is committed to helping women achieve financial success. Nancy is on the board of directors of Diversity and Inclusion chapter of Technology Association of Georgia. She is very involved with NAAAP (National Association of Asian American Professionals). Nancy is an active volunteer in supporting High Tech Ministries. She also enjoys swimming, hiking in the North Georgia mountains, playing tennis and Broadway shows.
Education, Training, Memberships
- University of Georgia, Master of Business Administration, 2010
- FINRA Series 7, 66 registrations
- Georgia Life, Accident, Sickness License
- Technology Association of Georgia (TAG), Diversity and Inclusion Society, Board Member
- Retirement Income Certified Professional designation (RICP), 2019
- Guardian Client Builder Award, 2017
- Guardian Client Builder Award, Tier 2, 2019
- Named one of “NAIFA-Atlanta’s Top Female Advisors,” 2019
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #0M90615.