Helping You Bring Your Financial Vision to Life.
Financial success doesn't happen by accident. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.
My team and I will take the time to learn your values and understand your goals. Then we will develop a customized financial strategy to help you achieve your vision and execute the steps necessary to respond to whatever life brings.
Let me help you create the future that you desire.
I am fluent in Mandarin Chinese.
The Northwestern Mutual Difference
No. 1
Top 5
Best Life Insurance Company for consumer experience, 2023
We're one of the Top U.S. Independent Investment Broker-Dealers.
$7.3B
In dividends expected to be paid to policyowners in 2024.
A++
AAA, Aaa, and AA+
we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.
Personal
As a Financial Advisor with Northwestern Mutual, Ryan and his team focus on helping professionals, families and business owner with all aspects of their investment and personal financial planning matters. Ryan operated his financial planning practice out of Southern California for the past 6 years and during Fall of 2021, Ryan expanded his practice to the great city of Las Vegas. Before beginning his career in financial planning, Ryan spent the majority of his career in retail management. He was a great leader in each of the company he helped managed and often times received recognition.
Ryan was born and raised in Taipei, Taiwan and moved to the United States at age 14 to pursue his American Dream. He studied business and Chinese translation at the University of Oklahoma. Ryan is fluent in Mandarin Chinese; he is very passionate when it comes to the education of financial literacy to his local communities and enjoy serving a diverse base of clientele. He has been featured in publications such as Chinese LA Daily News, iCity News, Crossings TV and Unistar media. Aside from work, Ryan enjoys spending time with his wife Tatiana. They love traveling internationally, dinning out and watching movies.
Here are my areas of expertise
Financial Planning
Life Insurance Strategies
Education Planning & Funding
Multigenerational Planning
Insurance Protection Strategies
Retirement Planning & Income Strategies
Disability Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
We Are Here To Help
Our team of experts professionals is committed to providing the best client service experience. Together, we ensure planning is executed and maintained in an efficient manner. We each bring our own, unique areas of focus and expertise, and work collaboratively on attaining the most successful outcomes.
If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please contact any member of our team. We will be glad to help!
Ken TP
MBA
Director of Marketing
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Get a financial plan that prioritizes your priorities.
Together, we'll look at where you are, wherever that is. I'll then give you multiple strategies specifically designed to take you where you want to go. Here's how we'll get it done:
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
Financial Planning
Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.
Retirement Planning
We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.
Education Funding
With the cost of school continuing to rise, it's more important than ever to have a plan to pay for it. From strategies for saving and funding education to how whole life insurance can play a role, we can help you understand your options.
Estate Planning
We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.
Business Planning
We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.
The right products and services to fit your needs.
As a Northwestern Mutual financial professional, I have access to a wide range of financial options designed to reinforce each other and make sure your plan can work its hardest for you.
Life insurance: protect you and your loved ones.
You've worked hard to build a life you enjoy with the people you love, let's make sure you protect it. We'll work together to figure out how life insurance can meet your needs. Here are a range of options you can consider to fit your needs:
Whole life insurance
Be protected your entire life and build cash value that's guaranteed to grow.
Universal life insurance
Have lifelong coverage and get more flexibility for today and down the road.
Team life insurance
It's one of the most affordable ways to get the protection you need for a set amount of time.
Disability income: protection for your earning power.
Your ability to earn a living is likely the most important financial asset you have. Depending on the type of job you have (or business you own), we have a solution.
Individuals
Focus on getting better without worrying about how the bills will get paid or dipping into your savings.
Physicians and Dentists
You're not just protecting your income, you're protecting the investment you've made in your career.
Business owners and employers
Help keep your business running if you or another key employee becomes too sick or injured to do their job. You can also enhance your benefits package by offering group disability income planning for your employees.
Long-term care: have more choice and control.
Retirement Solutions: income you can rely on.
With fewer companies offering pensions and the future of Social Security uncertain, it's more important than ever to have a comprehensive plan. We have a range of options to help you enjoy every day of your retirement years.
All guarantees in annuities are backed solely by the claims-paying ability of the issuer. Distributions taken from the contract may be subject to ordinary income tax and withdrawal (surrender) charges. A 10% federal tax penalty may apply if you take any type of distribution from the contract before age 59½. This material is not intended to provide legal or tax advice. Consult a professional tax advisor.
Long-term care: have more choice and control.
With more ways to invest than ever before, it can be hard to make sure your money is working its hardest for you. We focus on long-term investment strategies to give you more confidence and help make sure that the growth potential and management of your money isn't left to chance.
Calculator
Use these free interactive calculators to estimate or compare many aspects of your financial welfare. You'll find calculators to help you determine your insurance needs, retirement funding requirements, and your college savings budget. These tools can help you get a jump start on a secure financial future.
These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.
Budget
IRA
Small Business
College Planning
Insurance
Long-Term Care Cost Calculator
Disability Income Calculator
Life Insurance Calculator
Retirement Income Calculator
Savings
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