My Background

 

Joanne Advisor     Grace X. Wang, ChFC

As a New York Life Agent, I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons I joined the company back in 2002. After 12 years working in insurance industry, I wanted the opportunity to work somewhere that made it  easy for other  people to do what was right, and more importantly,  made it easy for me to do right by them.

You can take comfort in the fact that I have been a proud resident of the King community for over 15 years, and therefore have a vested  interest in seeing my friends and neighbors succeed. As a  loving  mother of a 13 year old daughter, I have many of the same hopes and aspirations as my clients and am happy to share with you all the  resources and information New York Life has to offer.

Depending on your needs, I can introduce you to some proven, dependable ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed agent to sell insurance through the New York Life Insurance Company and many other independent, non-affiliated insurance companies. In addition to my 12 years of experience, I hold a ChFC designation from the American College and am a graduate of New York Life's award-winning training program, NYLIC University, and have been qualified for membership in the Million Dollar Round Table since 2004, and have been awarded President's Council and Executive Council for several times.

Of course, my background isn't really the one that matters. To be the best possible agent, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important step. So if you're looking for someone who is ready to put her expertise and experience to work for you, please let me know.

Neither New York life Insurance Company nor Grace Wang Financial Associates provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

Grace Wang Financial Associates is not owned or operated by New York Life or its affiliates.

 

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