Lut Chun (Jim) Cheung

Managing Associate


My experience in the financial services industry spans 28 years. I started my professional career as a sales manager for China Times Weekly News. There, I demonstrated great strength in advertisement sales.  This helped me transition into the financial Services Industry as an advisor for 24 years.  My dedication has earned me many recognitions, such as President’s conference, Leaders Conference, and National Quality Awards.

Now going into my 5th year as a Sales Manager, I work diligently to support my team of advisors in providing the best possible financial solutions to our clients, because at the heart of what I do, this is what I value.

In my spare time, I enjoy fishing and traveling. I find being in nature extremely calming and peaceful for the soul, and at the same time it reminds me to always look at the broader picture in life as well as in work.

Focus Areas

  • Insurance Strategies
  • Business Owners
  • Retirement Income Planning
  • Retirement Strategies
  • College Funding Strategies
  • Business Succession Planning
  • Risk Management Strategies
  • Financial Education


  • English
  • Chinese-Cantonese
  • Chinese-Mandarin


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