Meet Our Team
 
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.
Education / Experience
- 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 Degree 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, 2020, 2021, 2022 & 2023
- 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
2021 Forbes Top Financial Security Professionals
So honored to make the 2021 Forbes Top Financial Security Professionals list. This list includes financial professionals who protect their client’s assets through life insurance. I joined New York Life to help my clients protect what matters most. So, to be recognized as one of only 250 professionals by Forbes validates all the work that I do for my clients. For additional details about the recognition, click here. Please note, the independent research firm considered in its ranking a variety of financial products and services which not all ranked Financial Security Professionals (FSPs) may be licensed to offer. Only those products and services FSPs are licensed to offer were considered in determining any individual FSP's rank. Click here for the full methodology.
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
Board, The Alliance Cultural Foundation International
Teresa Huang
Office & Marketing Manager
Teresa is the office manager responds to all inquiries and follow up on outstanding issues, answers and resolves client questions and ensures 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, in addition to overseeing the company’s online presence. Teresa joined the team in August 2009.
 Salina An
Case Manager
Salina is a multi-talented person specializing in developing insurance quotes, preparing applications, tracking new business, resolving issues and policies deliveries, etc. She handles cases with meticulous attention to details, maintains solid relationship with each client, responds to all inquiries, services, and sales requests efficiently. She resolves issues with great care to assure satisfaction and solicit further sales. Salina joined the team in July 2021.
 Cindy Zhang
Case Manager
Cindy is a very organized person efficient with highly detailed projects, including managing client data, preparing proposals, comparison charts, annual review materials and responding to various services requests. She handles cases with great attention to details, responds to all inquiries with warm care and ensures clients' full satisfaction. Cindy joined the team in June 2023.
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