Biography

My career began in real estate, where I loved helping people find homes—a deeply rewarding experience. But I wanted to make an even greater impact, which led me to financial advising.

Over the years, I’ve seen how people, regardless of income, feel overwhelmed by insurance and financial planning—too many options, too much confusion.

My role is to simplify these decisions, providing clarity on what’s truly needed versus what’s unnecessary. There’s nothing more fulfilling than earning a client’s trust by explaining things plainly and working together as partners. Financial security shouldn’t be stressful; it should be empowering.

My goal? To turn complexity into confidence, so you can plan for the future without sacrificing peace of mind today.

 
 

Principles & Values

I value transparency above all. Working independently lets me give honest advice—no sales quotas, no hidden agendas. Your decisions should be based on clarity, not pressure.

A past client’s claim denial taught me the cost of incomplete disclosures. Now, I prioritize diligence so you’re fully protected.

I resonate with people who ask tough questions and want straightforward planning. Success, to me, isn’t just policies—it’s making a real difference. When clients trust me enough to refer loved ones, that’s the truest measure of a partnership built on integrity. 

 
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 "I truly believe that balance isn’t about choosing between now and later- it’s crafting a path where both flourish."

- jasper oh


Clients’ Endorsements