With five years of experience in the financial services industry, Tai Zhi has established himself as a trusted advisor specializing in comprehensive financial planning. He is a multiple year recipient of the prestigious MDRT (Million Dollar Round Table) award, a member of the AIAFA Centurion Club, and holds the ChFC (Chartered Financial Consultant) designation.

Driven by a passion for delivering honest, high-quality financial advice, Tai Zhi is committed to helping clients secure their financial future. His approach focuses on empowering individuals to make informed decisions that align with their goals and values, a philosophy inspired by his desire to make a positive impact on the lives of friends and family.

Tai Zhi works closely with professionals across diverse industries, including software engineers, investment bankers, financial professionals, engineers, and scientists. By understanding their unique financial needs and challenges, he develops tailored strategies that address both immediate priorities and long-term objectives.

His areas of expertise include retirement planning, legacy planning, and corporate solutions. Tai Zhi is also experienced in helping companies implement employee benefits programs designed to attract and retain top talent while aligning with organizational goals.

Through a client-first approach rooted in trust and personalized guidance, Tai Zhi provides clear, practical solutions that simplify financial complexities, helping clients navigate an ever-changing financial landscape with confidence.