Meet Our Team

Julia Hsiao headshot

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.


  •  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


  •  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, 2018 & 2019
  •  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.

Teresa Huang

Office & Marketing Manager

Teresa is the office manager responds to all inquiries and services requests, follow up on outstanding issues, answer and resolve client questions and ensure that our clients’ needs are met and expectations are exceeded. Teresa is also responsible for implementing the company’s marketing strategies, including advertisement, seminar, client events, meetings as well as communication with organizations in the communities. Teresa joined the team in August 2009.   






Ichia Lee

Case Manager

Ichia is a multi-talented person specializing in developing insurance quotes, preparing applications, tracking new business, resolve issues and policies deliveries, etc. She handles cases with extreme care, maintains strong relationship with each client, responds to all inquiries, services, and sales requests efficiently. She follows up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems. Ichia joined the team in July 2020.



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