Rebecca Lu*
Investment Advisor Representative
QUALIFICATIONS:
- Life and Health Insurance, including Annuities, Long Term Care and Disability
- FINRA Series 7, 63, 65
- CA Insurance License #0K71067
EXPERIENCE:
Cambridge Financial Partners, LLC., Newport Beach, CA
Financial Advisor | 2016 - present
Rebecca provides customized insurance and financial services to help clients reach their goals in building and preserving wealth while employs a comprehensive, client-focused approach. She strongly believes in periodic update and review with clients to ensure clients' satisfactory.
She has more than 15 years working experience in financial and medical industries. She has wide range of knowledge in financial products, such as life insurance, annuity, long term care solutions and small business solutions. She speaks fluent English, Chinese and Taiwanese.
EDUCATION:
Bachelor of Science in Management Information System
Fairleigh Dickinson University, Teaneck, New Jersey | 2004