Meet Our Team

Julia Hsiao, J.D., LL.M.

Financial Adviser

I, Julia Hsiao (Chu-Ling 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 Degreee 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 & 2017
  •  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

Seminars & 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.

Organizations Involved

  •  Chinese American Semiconductor Professional Association (CASPA)
  •  Chinese Bioscience Association (CBA)
  •  Chinese Institute of Engineers, USA (CIE)
  •  Silicon Valley Chinese American Computer & Commerce Association (SVCACA)
  •  Silicon Valley Taiwanese American Industrial Technology Association (TAITA-SV)
  •  Monte Jade West Science & Technology Association
  •  Taiwanese American Chamber of Commerce-North California (TACCNC)
  •  Joint Alumni Association of Chinese Universities & Colleges in Northern California (JAACUC)
  •  National Taiwan University Alumni Association (NTUAA)
  •  STUF United Fund
  •  California Line Dance Association of America (CLDAA)
  •  Friend of Children with Special Needs (FCSN)
  •  Crystal Children’s Choir (CCC)

*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.

Jane Zhou

New Business Manager

Jane is a detail-oriented person specializing in preparing applications, tracking new business, resolve issues and policies deliveries, etc. She handling cases with extreme care and maintains strong relationship with each client. Her role within the company is multi-faceted, and she manages the overall big picture down to the finest detail. Jane joined the team in January 2005.

Sharon Li

Client Service Manager

Sharon is specializing in client service and implementation, follow up on outstanding issues, answer and resolve client questions, prepare proposals and ensure that our clients’ needs are met and expectations are exceeded. She is also the office manager making sure the office is running smoothly and everything stays on track. Sharon joined the team in May 2008.

Teresa Huang

Marketing Manager

Teresa is responsible for planning, developing and implementing the company’s marketing strategies, including advertisement, seminar, client events, meetings, as well as communication and relationships with organizations in the communities. She is also in charge of the company’s online presence through their website and social media platforms.Teresa joined the team in August 2009.

Irene Huang

Client Service

Irene is the newest addition to the team, joining in July 2016. She is responsible for administrative support within the practice, and focus on client information, records and files maintenance.

Calculators

Newsletters

  • Tax Tips on Capital Gains

    Tax season is an opportunity to look at the tax implications of investment strategies and plan for the year ahead.

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