Since 2006, Jessica has walked alongside clients through every stage of their financial journey, from first policy to full estate plan. A Certified Will Planner and committed lifelong learner, she pairs up-to-date technical expertise with a warm, encouraging style that helps you feel confident about the decisions you make. Expect clear financial literacy, proactive reviews, and a plan built around what matters most to you.
Jessica has been a financial adviser since 2006, and in a rapidly evolving financial landscape she believes the best adviser is one who never stops learning. She reads widely, learns from the best in their fields, and translates what she picks up into practical guidance you can actually use, so every plan she builds reflects the latest products, regulations, and opportunities available to you.
Her approach is shaped by a simple belief: "Our mind is a garden. Our thoughts are the seeds. We can choose to grow flowers, or we can choose to grow weeds." You will feel this in the way Jessica speaks (affirmative, encouraging, and patient) and in the way she plans. She sees financial literacy as a gift to pass on, coaching you through your protection needs and wealth accumulation options so you can make confident, informed decisions for yourself and your family.
Jessica's motivation in this business is driven by four purposes: helping you achieve financial freedom, prevent a crisis from becoming a catastrophe, enjoy your golden years, and leave a legacy for future generations. As a professionally Certified Will Planner under Probate Enterprise, she has guided many clients through equitable estate distribution, so the wealth you build reaches the people you intend, without unnecessary friction.
Beyond the numbers, Jessica is a talented chef who lives by the saying "winning the way to the heart from the stomach." She has whipped up everything from Nepalese momo to glutinous rice dumplings with her clients, many of whom have become dear friends over the years. Working with Jessica means you gain both a capable adviser and a genuinely caring partner.
Jessica was invited to speak at the West Coast Wellness Club, walking a room of seniors through the basics of insurance, retirement income, and estate planning, in plain Mandarin and English. Her belief: financial literacy is a gift that should reach everyone, not only those who can afford an adviser.
I met Jessica 3 years ago and have found her service to be incredible, not only in Financial Planning but also in updating me on my policies, investment performance and claims statuses. She is able to compare across various insurers and select the plan with the best combination of lowest premium, highest sum assured or surrender value. Her dedication is truly exceptional.
Jessica is sincere and helpful. She has supported me with my coverage needs and is always there when I need help with claims or policy questions. Her warmth and genuine care make every interaction a pleasure.
Jessica is very helpful and sincere. She always offers suggestions that are tailored to my individual needs and never recommends anything that isn't right for my situation. I trust her completely with my financial wellbeing.
Whether you're planning for retirement, your children, or reviewing your current finances, Jessica provides trusted, independent guidance to help you navigate life's financial decisions with greater clarity and peace of mind.