Jason Pang 冯建升
Work with companies or individuals to plan for their financial futures by offering information and guidance on topics that include saving, investments and insurance decisions.
Work closely with clients to offer personalized financial advice.
Meet personally with clients to assess their financial situation in order to present a financial plan that includes both short- and long-term financial goals.
Help clients with financial planning decisions for retirement, education, day-to-day expenses and investments. Meet regularly with clients to assess how life changes such as marriage, job change or the birth of a child will affect the client's financial plan.