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 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. Additionally, she 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 2021-2024.
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.
Cindy Zhang
Registered Service Assistant
Office Manager
Cindy is a highly organized and detail-oriented Office Manager, responsible for overseeing daily sales operations and ensuring seamless workflow across teams. Since joining the team in June 2023, she has played a key role in coordinating follow-up activities, streamlining processes, and supporting business development through targeted market research. Cindy also collaborates closely with junior agents, managing case details and maintaining high standards of client service with professionalism, care and efficiency.
Teresa Huang
Licensed Service Assistant
Marketing Manager
Teresa is an experienced and dependable professional who has been an integral part of the team since August 2009. She ensures all client service inquiries are handled promptly and thoroughly, consistently exceeding expectations. In addition to supporting daily operations, Teresa oversees the company’s marketing efforts—including advertisements, seminars, and community outreach. She also manages the firm’s online presence, helping to maintain strong visibility. Her dedication supports both client satisfaction and the firm’s ongoing growth.
Salina An
Licensed Service Assistant
New Business Manager
Salina is a versatile and detail-oriented professional with expertise in developing insurance quotes, comparison charts, and annual review materials. Since joining the team in July 2021, she has built strong client relationships through responsive service and clear communication. Salina handles each case with care, addressing inquiries and service requests promptly while identifying opportunities for future sales. Her commitment to accuracy and client satisfaction makes her a trusted resource for both clients and team members alike.
May Fung
Licensed Service Assistant
New Business Manager
May is a warm and approachable professional specializing in developing insurance quotes, preparing applications, tracking new business, and ensuring timely policy delivery. Since joining the team in March 2024, she has been dedicated to resolving issues efficiently and supporting clients with expert guidance throughout the insurance process. Her commitment to clear communication and prompt service helps build strong, lasting relationships and contributes to overall client satisfaction.
Annie Yang
Service Assistant
Financial Analyst
Annie Yang is a results-driven Financial Analyst recognized for her strategic insight and practical approach to personal finance. As a recent addition to the team in June 2025, she brings fresh perspective to business operations through data-driven analysis, and process improvement. Annie also supports business development by identifying growth opportunities and streamlining financial workflows. Her analytical skills and forward-thinking mindset make her an asset in driving smart decision-making and setting the stage for sustainable growth.