yingling-eileen-zhang_1ea70b7c3f874014a4e33ceac2c66aa7

Yingling (Eileen) Zhang

Managing Director

LUTCF®

Biography

Since my career began in 1999, over 4000 clients have trusted me with their financial futures. With nearly two decades of experience in the financial services industry, I’ve worked with individuals, families, and businesses to come up with comprehensive strategies that are tailored to their circumstances. I conduct thorough analyses of my clients’ financial affairs and advise them on how to best allocate their assets, and I make it clear to them that I am not there as a short-term advisor but as a lifetime resource.

I’ve received recognition for my services as a financial services representative and investment adviser such as:

  • MDRT: Life Member – Court of the table
  • American Council: 3 times
  • Platinum Conferences: 13 times
  • Leaders Conferences: 17 times
  • National Quality Award: 7 times
  • MassMutual Society 1851 Member

These distinctions are only a small part of my career, for the greatest reward, to me, is having earned the loyalty and faith of my clients.

The products and services I offer include:

Strategies:                     

  • Funding a college education    
  • Retirement funding
  • Estate conservation
  • Assets Protection
  • Assets Allocation

Analysis:                       

  • Wealth management investment portfolio
  • Insurance needs (e.g. life, disability, long-term care)
  • Net worth and cash flow

Business Protection:     

  • Business Succession Strategies
  • Profit Sharing Plan Funding Strategies
  • Defined Benefit Plan Funding Strategies
  • Defined Contribution Plan Funding Strategies
  • Buy-Sell Agreement Funding Strategies
  • Executive Bonus Plan Funding Strategies
  • Group Life Disability, Long Term Care and Retirement Plan Funding Strategies
  • Key Person Life Insurance & Disability Insurance

My goal is the same as yours, and I’d be happy to assist you however I can.

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Business Owners
  • Retirement Income Planning
  • Retirement Strategies
  • College Funding Strategies
  • Charitable Giving
  • Group Benefits
  • Risk Management Strategies
  • Estate Planning
  • Financial Education

Languages

  • English
  • Chinese-Mandarin
  • Chinese-Cantonese

CRN202011-239355

Check the background of this investment professional on FINRA's BrokerCheck