About Us

Revolutionize the financial industry…

transform people’s lives through financial education and coaching.

That’s me. I’m a long-time resident of Honolulu for over 20 years, that’s more than half of my life. I was born in Hong Kong and raised in Macau, China. I speak Cantonese but not as fluent as my English.

I’m a board-certified specialist in pediatric nutrition with over 10 years of experience taking care of medically-fragile children in the Department of Defense system.

Tripler Army Medical Center

I love my job, I love seeing infants, young child and adolescents overcome their illnesses, get better and grow to their fullest potential.

I’m also a single parent with a talented and gifted child who attends Punahou School. And my ex-husband is not involved in providing financial support.

Kas and Me

So I solely support myself and my only child.

With just one parent, one income and a Punahou School tuition, I have to be shrewd and creative with my finances. I need another source of income for security, ideally passive income, so I can continue to spend quality time with my daughter.

I have been managing my own money and investing in stock market since I started making money. I learned everything about money management, creating wealth and investing from reading every money and finance books I can get my hands on.

I want passive income so I can continue to spend time with my daughter and still making money, which I did through real estate investing.

I was introduced to cash value life insurance by my friend back in 2012. I was amazed at what an amazing investment vehicle life insurance can be.

Anyway, I saw the opportunity of how life insurance can transform a family’s finance. As a single parent I need to be sure that my child is taken care of if something happens to me. I need protection – a family trust and permanent life insurance.

I joined World Financial Group in 2012 because I believe in the company’s mission in transforming family’s financial situation. I believe in the power of applied knowledge – learning something new and using that knowledge to do good. After all, that’s how I started.

I also realized that working as an employee will never get me to financial freedom. Even investing in stock market cannot do that. The only way to become financially free is to become a business owner, not self-employed business owner, who provides value that change people’s lives.

So I decided to become a financial advisor and started my own business in the financial industry to transform people’s lives by transforming their finances.

I understand the need of many local families because I was there in their same shoes before.

Working as a full-time professional, taking care of a teenager by myself (driving to school, tennis practice, hang-out with friends), and building a finance and real estate business is difficulty, but very fulfilling.

I thank God every day for the path he has chosen for me. Without my daughter being the motivation in my life, I would not have achieved what I have today. And I’m very much grateful for that.

Just a side note, besides all these, I play tennis, golf and stand-up paddle frequently too.

So, I do believe, with faith and persistence, you will find what you’re looking for in life. And I hope the information on this website will help you find what you’re looking for in your life too.

Anna