OPEN SESSION - MANDARIN

Join the conversation about technology, investment strategies and other topics of interest to today’s advisor. Presented in Mandarin.

Biography

Julia R. Cheng, CFP, MBA, is a 22-year MDRT member with one Court of the Table and nine Top of the Table qualifications. The principal of Julia Cheng Wealth Management and Estate Planning Inc., she received the Management Achievement Award from GAMA International from 2002 to 2004 and was a featured speaker at the national conference for the American Business Women’s Association. She is an advisor to the board of the Asian Heritage Society. Her education includes an executive program in retirement planning from the Wharton School of the University of Pennsylvania and an MBA in finance from San Diego State University.