- Over 20 years of experience in the Financial Industry
- Earned designation for Chartered Financial Consultant (ChFC®)
- Investment Adviser Representative
- Financial Adviser
- Licensed to offer Life & Health Insurance in the States of NJ, NY, CA, CT, and TX
- National Quality Award
- Master's Degree in Business Administration
At Fortune Wealth Financial Group LLC, we conduct the regular one on one or small group seminars for the following topics in CHINESE. Please contact Henry Gu for the seminar schedules:
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- Money Talks Finance 101 - Chinese - This introductory seminar helps parents to begin thinking about fundamental financial concepts like budgeting, saving, compounding interest, credit scores, and the importance of each of these when planning for a family's financial future.
- Money Talks Retirement Concepts – Chinese -This seminar helps parents to think about their retirement goals and how to begin calculating how much they actually need. In addition, different funding options may be addressed.
- Money Talks Saving For College - Chinese -The costs of college seem to be on the rise each year and many parents want to help their children afford the additional expenses associated with obtaining a degree. This seminar helps parents to understand a variety of options available to them as they work to save for higher education.
- Long Term Care - Chinese - PowerPoint presentation for use with general audiences as a sales presentation or seminar. Educational tone, not product focused. Approximately 20 minutes in length.
- The Social Side of Retirement Presentation – Chinese-This client-approved presentation provides history, background and fun facts regarding Social Security. This is the latest version of the seminar, with a newly expanded Bipartisan Budget Act 2015 section and a case study featuring younger workers who are not included under grandfather provisions of the Act. This client-approved presentation provides history, background and fun facts regarding Social Security
Securities, investment advisory, and financial planning services offered through MML Investors Services, LLC. Member SIPC. Fortune Wealth Financial Group, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or any of its affiliated companies. Supervisory Office: 186 Wood Avenue South, Suite 301, Iselin, NJ 08830-2763, Phone: (732) 623-5700. CRN201812-223762