Agent, New York Life Insurance Company

I, Julia Hsiao (have been participating in the insurance and financial services business in the San Francisco Bay area since 1997. As a life time member of the Million Dollar Round Table*, I have a proven track record of helping individuals achieve their financing goals by providing top quality insurance and financial products. I have extensive knowledge in the areas of estate conservation and wealth accumulation. Using my years of experience, I specialize in helping high net worth clients in California create comprehensive insurance and financial strategies for themselves, their families, and their businesses. I am confident that I can provide the same quality of service for you.

I am here to help guide you through the often overwhelming process of creating your financial and insurance blueprint. Please use my website as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. I can help you to identify your needs and recommend solutions.

 

Education

  • 1983 National Taiwan University, School of Law, LL.B.
  • 1996 Lincoln Law School, J.D.
  • 2001 Golden Gate University, School of Law, LL.M., Master Degree in Taxation

Experience

  • New York Life Council Agent since 1998
  • Million Dollar Round Table (MDRT) Life Member
  • MDRT Court of the Table, Qualifying & Life member
  • MDRT Top of the Table 2009, 2011, 2016
  • Santa Clara Estate Planning Council Member since 1998
  • California State Bar Association Member since 1998
  • Silicon Valley Life Insurance and Financial Advisor Association Member since 1998
  • Financial Adviser, Eagle Strategies LLC, A Registered Investment Adviser

*MDRT, The Premier Association of Financial Professionals,  is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
 

Organizations Involved

Chinese American Semiconductor Professional Association, Chinese Bioscience Association, Silicon Valley Chinese American Computer & Commerce Association, Silicon Valley Taiwanese American Industrial Technology Association, Oversea Chinese American Women Association-Silicon Valley Chapter, Silicon Valley Women’s Association, Taiwanese American Chamber of Commerce-North California, Joint Alumni Association of Chinese Universities & Colleges in Northern California, National Taiwan University Alumni Association, California Line Dance Association of America, Friend of Children with Special Needs, Crystal Children’s Choir, Tzu Chi Foundation, Full Gospel Business, etc.

Seminar & Activities

I have hosted multiple seminars on estate & financial planning as well as various subjects on general interests. I have also regularly organized several book club discussions.  My mission is to help create a better and more enriched life for the public through sharing my thoughts and exchanging my ideas with others. “With Love – Create Value – Influence Others” is the philosophy that I live by.

Calculators

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