About
About
Dr. Zhu
Dr. Zhu is a highly accomplished financial professional with a Ph.D. in Chemical Engineering from Tufts University and a bachelor’s degree from the University of Science and Technology of China (USTC). Dr. Zhu’s journey into the financial industry is deeply personal. During her daughter’s birth, she faced unexpected medical emergencies that revealed the fragility of life and the vital need for financial planning and insurance protection. This experience made her realize the profound value of financial preparedness and the peace of mind it provides.
Determined to help others achieve financial security, Dr. Zhu holds a Life and Health Insurance license, enabling her to provide a holistic approach to financial planning. She also earned the prestigious Enrolled Agent (EA) credential, the highest credential awarded by the IRS to tax professionals, reflecting her expertise in taxation and her ability to represent clients before the IRS.
Recognizing the lack of financial literacy among everyday individuals, Dr. Zhu has dedicated her career to empowering individuals and families with the tools and knowledge to build secure financial futures.
Dr. Zhu leads a team of tax advisors, insurance brokers, Certified Education Fund Planners, Certified Retirement Planners, and attorney partners. Together, they offer services including tax planning, retirement strategies, education funds, and wealth transfer optimization, all tailored to meet the unique needs of their clients.
Why Choose Us
Reason For Choosing Us
Trusted Professionals
With a proven track record, we are known for reliability, professionalism, and successful results.
Independent Expertise
We offer unbiased access to top-rated financial products from the best carriers, tailored to your needs.
Nationwide Service
We proudly serve clients across the country with expert guidance wherever you are.
Bilingual Support
Fluent in English and Chinese, we bridge language gaps to serve diverse communities effectively.