Joseph is committed to building long-term relationships with clients and helping them navigate towards reaching their goals; this is his number one priority. Drawing on knowledge, experience, and world-class planning tools, he assists clients in finding financial freedom.
Joseph graduated Queens College as a genetic engineer but soon became interested in financial planning. He began his practice in 1996 and began his studies at New York University’s financial planning program offered by MetLife. While with MetLife Resources, he concentrated in pension, financial and retirement planning for small businesses, institutional Health Care and Non-Profit organizations. While at Met Life Joseph was a qualifying member of the prestigious organization of The Million Dollar Round Table and achieved many Leaders and President conference awards.
With his native language of Mandarin, Joseph can connect with and better understand the needs of his ethnically diverse individual and business clients. In his spare time, he gives back to his community involving himself in various Chinese services. Joseph served many years as the Principal of the Chinese School and was the head organizer for many cultural related Chinese community events.
Realizing that the world is rapidly changing, financial products are becoming more complex, and clients need advanced planning strategies, Joseph joined Equinox Financial Partners in 2018. This new venture has allowed Joseph to better serve the needs of his current and future clients.
Whether your goals include preparing for milestone life events like marriage , college, or retirement, or if you’re simply looking for, Investments, life insurance , disability income or long-term care insurance protection, he promises to give his clients a new level of attention, insight and capability.
Joseph is committed to building long-term relationships with clients and helping them navigate towards reaching their goals; this is his number one priority. Drawing on knowledge, experience, and world-class planning tools, he assists clients in finding financial freedom.
Joseph graduated Queens College as a genetic engineer but soon became interested in financial planning. He began his practice in 1996 and began his studies at New York University’s financial planning program offered by MetLife. While with MetLife Resources, he concentrated in pension, financial and retirement planning for small businesses, institutional Health Care and Non-Profit organizations. While at Met Life Joseph was a qualifying member of the prestigious organization of The Million Dollar Round Table and achieved many Leaders and President conference awards.
With his native language of Mandarin, Joseph can connect with and better understand the needs of his ethnically diverse individual and business clients. In his spare time, he gives back to his community involving himself in various Chinese services. Joseph served many years as the Principal of the Chinese School and was the head organizer for many cultural related Chinese community events.
Realizing that the world is rapidly changing, financial products are becoming more complex, and clients need advanced planning strategies, Joseph joined Equinox Financial Partners in 2018. This new venture has allowed Joseph to better serve the needs of his current and future clients.
Whether your goals include preparing for milestone life events like marriage , college, or retirement, or if you’re simply looking for, Investments, life insurance , disability income or long-term care insurance protection, he promises to give his clients a new level of attention, insight and capability.
丁一峯金融策劃師一貫的使命是致立舆客户建立長期的規劃方針來幫助他們實現財務目標。借助
現有的財務知識，例年來的累積經驗和先進的規劃工具，協助客户達成最终財富自由。
丁一峯畢業於皇后學院，主修基因工程師，但一直對財務規劃頗感興趣。他於 1996 年開始執業，
並開始在大都會財務公司 MetLife 就職，也在之提供的纽約大學財務規劃課程中學習。在加入
MetLife Resources 之後，他負責專注於中小企業，醫療保健和非營利相關组織員工的養老，遺
產，金融和退休計劃。在 MetLife 的就職生涯中,他是著名世界百萬圓桌會議组織合格會員，並榮
獲多次領導者和總统會議獎項。
憑籍他的出身背景和他的母語是普通話，丁策劃師更能了解他種族的文化背景，而更能體會和規
劃適合於種族個人和商業客户的需求。 在業餘時間，他回饋自己的社區，參與各種中國社區服務
項目。他曾擔任中文學校校長多年，也是許多華人文化和社區活動的组織者。
意識到世界正在迅速成長變化，金融產品隨而錯綜複雜，客户更需要先進的規劃策略，丁策劃師
於 2018 年加入 Equinox Financial Partners 。這項新的合作企業夥伴使丁金融策劃師更能更好的協
助現今和未來客户的需求。
無論您的目標是為婚姻，家庭，大學或退休等里程碑而規劃準備，還是尋求相關投資，人壽保
險，商殘或長期護理保險等產品，丁策劃師承諾给客户一個高品質的關注力，洞察力，和魄力。
California Insurance License #: 0M20009