Julia Hsiao, J.D., LL.M.
FINANCIAL ADVISER
Julia Hsiao earned her LL.B. from the School of Law at National Taiwan University, her J.D. from Lincoln Law School in 1996, and a Master’s Degree in Taxation from Golden Gate University in 2001. She has been a New York Life Council agent since 1998 and has consistently ranked among the company’s top 50 agents from 2019 through 2025. Julia remains committed to delivering trusted financial solutions and guidance, helping clients achieve their long-term goals with clarity and confidence.
Beyond her professional accomplishments, Julia has been deeply engaged in her community for over two decades. She has actively supported various organizations, contributed generously to charitable causes, and hosted numerous seminars on estate and financial planning, as well as other topics of public interest. Her longstanding dedication to service reflects a strong sense of social responsibility and a passion for making a meaningful impact beyond her professional work.
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.