Paving Roads Financial Strategies and Insurance Solutions

08/14/2025

Thrilled to share that I’ve been recognized by Forbes as one of the best insurance professionals in California on their Top Financial Security Professionals list! Grateful to my clients for their trust and motivation—it’s an honor to be part of your financial journeys. Learn more about the list and methodology here https://bit.ly/417A1vZ

03/13/2025

Spent the last 72 hours in Washington DC and bouncing back and forth between the House and Senate buildings meeting with California's respective representatives! Huge thanks to the office of Adam Schiff, Alex Padilla, Young Kim and Derek Tran for meeting with me and my colleagues.

07/23/2024

I am truly honored to be selected as one of the best insurance professionals in the state by Forbes Top Financial Security Professionals for California. This year marks my 3rd time winning this award. As always, I am truly humbled and grateful, especially to my clients who inspire me every day.

Read more about the list and the ranking methodology here.
https://bit.ly/3Slw6r1

08/21/2023

Every year, Forbes selects Top Financial Security Professionals for California. This year, I am truly honored to be selected as one of the best insurance professionals in the state. It validates many hours of hard work and the trust my clients have given me. Read more about the list and the ranking methodology here.
http://www.forbes.com/sites/rjshook/2023/07/26/methodology-americas-top-financial-security-professionals-2023/

03/30/2023

I had a great time up in Sacramento meeting with our local legislators to discuss the CA SB 263 bill and its impacts in the insurance and finance community. Thank you Phillip Chen for taking time out of your day to listen to our concerns!

03/09/2023

Got an opportunity to go to Washington DC and sit down with Representative Michelle Steel and discuss technical corrections needed to be made recently passed Secure Act 2.0; specifically with regards to Section 603(b)(1), Section 402(g)(1)(c), and section 457(e)(18)(A)(ii)! Quantus Wealth Strategies & Insurance Solutions

11/08/2022

Last week, my colleagues and I met with Representative Young Kim to review the Secure Act 2.0 bill and share stories of how this bill could positively impact pre-retirees saving for retirement.

As New York Life's local political involvement leader, I take great pride in being able to educate local representatives about new bills and legislation that might impact our clients.

02/01/2022

It's the Year of the Tiger! Celebrate a year of strength, bravery, and success with your family and loved ones.

01/20/2021

Whether you've been married for years or are starting this year as newlyweds, the cold winter months are a great time to hunker down and talk through the financial details of your life together. Need help getting started? That's what I'm here for.

There are a lot of things to discuss before marriage, including your financial future. Learn from New York Life how you can prepare financially for marriage.

09/24/2020

The will be celebrated a bit differently this year, but no matter how you enjoy it, New York Life is here for you and your family.