My Background

Ruiping "Rachel" Wang, MS

 

As a New York Life Agent, my belief is that money cannot buy everything, but I can help you to build a healthy relationship with money- to let money work for you the right way, and help you to take care of those precious things in life- family, love and sense of security. It is my goal to offer my caring heart, professional knowledge and best service to my client and my community.

My current focus and strength is to help people with risk management and retirement planning. Depending on your needs, I can introduce you to some ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative.

If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed agent to sell insurance through New York Life Insurance Company. In addition, I hold a MSc degree from University of Ottawa in Canada and M. Eng degree from Tsinghua University in China. I have served in Silicon Valley High Tech industry for 14 years before switching my career to financial services. I have participated in New York Life's well-known training program, NYLIC University, and have been awarded NYL Council qualifications1 (Executive Council in both 2015 and 2016, Quality Council in 2017 and 2018). I am also qualified for Million Dolla Round Table (MDRT) 2 in 2017 which is a major accomplishment in this industry.

As a loving mother of 2 children, I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information New York Life has to offer. With my strong education background, analytical skills, and a strong desire to help my community, I was able to and am very confident that I will be able to help lots of people around me. 

Of course, my background isn't really the one that matters. To be the best possible agent, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important step. So if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know.

Neither New York life Insurance Company, not its agents provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

1Awarded by New York Life Insurance Company for outstanding sales achievements.
2 The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
 

Calculators