Mai has developed the primary focus for her
practice to be in the area of structuring her clients’
retirement planning, primarily through portfolio allocation and
asset management strategies.
Mai has an in-depth
knowledge of qualified plans, such as 401ks and how they can be
integrated with IRA rollovers. She has 401k/IRA educational seminars to thousands of out-placed
employees. Some of the companies she has provided services for
are Boeing, Borax, Robinsons Mays, Big Dogs, VANS, Sky Chefs, Ameriquest Mortgage and New Century Mortgage.
She believes that she can help
families pursue financial security by developing financial
strategies to match their goals. Her mission is to make these
strategies available to all at any point on their path through
life.
Mai has been recognized for
several outstanding achievement awards in the company, such as
Rising Leaders and Leaders. She is currently a corporate
Registered Investment Advisor and holds series 6, 7, 63, 65. She
has completed all course requirements for the CFP® (Certified
Financial Planner) designation, awaiting her Boards, and is also
in the process of pursuing the remaining requirements for the
other designations of ChFC
®(Chartered Financial Consultant) and
CLU® (Chartered Life Underwriter).
Mai graduated Summa Cum Laude
from the University of California, Irvine in Economics. She also
obtained her MBA degree from the University of California,
Irvine with a finance and investment emphasis.
CA Insurance License #
0E74877
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