Julia Hsiao, J.D., LL.M.
FINANCIAL ADVISER
Julia Hsiao has been dedicated to helping clients achieve their financial goals since 1997, offering personalized insurance and financial solutions tailored to both personal and business needs. Her expertise spans estate conservation, retirement planning, wealth management, college funding, insurance protection, and more.
Julia has been recognized as one of the top insurance professionals in the country, being named to Forbes America’s Top 100 Financial Security Professionals for four consecutive years. Additionally, she is a member of the prestigious New York Life Chairman’s Cabinet for the sixth consecutive year, achieving an impressive #7 ranking in the entire company in 2024. Julia is also a member of the Nautilus Group Plus that specializes in financial and estate planning and a Financial Adviser for Eagle Strategies LLC.
As a Lifetime Member of the Million Dollar Round Table (MDRT), Julia consistently delivers top-quality insurance and financial products. Her deep knowledge in estate conservation and wealth accumulation, combined with her extensive experience, makes her a trusted advisor to high-net-worth clients. Julia specializes in crafting comprehensive insurance and financial strategies that address the unique needs of individuals, families, and businesses.
Beyond her professional accomplishments, Julia has been deeply involved in her community for over twenty years. She has actively participated in various organizations, made significant charitable contributions, and hosted numerous seminars on estate and financial planning, as well as other topics of general interest, reflecting her strong commitment to giving back to society.
Teresa Huang
Licensed Service Assistant
Office & Marketing Manager
Teresa, our Office Manager, efficiently handles all service inquiries, follows up on outstanding issues, addresses client questions, and ensures that our clients' needs are met while exceeding their expectations. She is also responsible for executing the company’s marketing strategies, which include advertisements, seminars, and client events, as well as maintaining communication with community organizations and managing our online presence. Teresa has been an integral part of the team since joining in August 2009.
Salina An
Licensed Service Assistant
Project Manager
Salina is a versatile professional with expertise in developing insurance quotes, comparison charts, annual review materials with clients, etc. She approaches each case with meticulous attention to detail, builds strong relationships with clients, and responds promptly to all inquiries, service requests, and sales inquiries. Salina is dedicated to resolving issues with care, ensuring client satisfaction and creating opportunities for future sales. She became a valuable member of the team in July 2021.
Cindy Zhang
Registered Service Assistant
Operation Manager
Cindy is a highly organized professional with a keen eye for detail. As Operations Manager, she oversees day-to-day sales operations and processes, ensuring a smooth workflow and coordinating follow-up meetings, etc. She also researches prospective accounts in target markets to drive new business development. Cindy works closely with junior agents, managing case details and ensuring that client services are handled with care and efficiency. She has been a valuable member of the team since June 2023.