Ryan Jin
The Nautilus Group Member; The New York Life 1st Vice President in Pacific Zone in 2021
Ryan joined New York Life as an agent in April 2016. His practice focus on high-net-worth families in the Chinese Market. Ryan has consistently been recognized for high-level production at the council level at New York Life since 2017. He has earned Chairman's Council from 2019 to the present. Ryan had 8 years of business management experience for a European company as an Asian supply chain manager in Shanghai, China before his immigration to USA. With an MBA degree under his belt, Ryan's expertise lies in high-net-worth family protection, retirement planning, and estate planning. He has a passion for helping clients achieve their financial goals and has earned a reputation for his dedication to providing personalized and strategic solutions. Throughout his career, Ryan has been recognized for his outstanding performance and commitment to excellence. He has earned several notable honors, including being named a Top MDRT member from 2020-2022, a 1st Vice President for New York Life Pacific Zone in 2021, and a Forbes Top 10 Financial Security Professional in Southern California in 2022. Ryan's success is a testament to his unwavering commitment to his clients and his dedication to continuous learning and improvement. He is a true leader in his field and an asset to both his clients and his industry. The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals are recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. Council is an annual New York Life recognition program based on agent production from July 1- June 30. Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings (including the Best-In-State Financial Security Professional rankings), which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. The ranking algorithm is based on qualitative measures learned through telephone, virtual, and in-person interviews to measure best practices, client retention, industry experiences, credentials, review of compliance records, firm nominations; and quantitative criteria, such as assets under management, sales figures, and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Charlene Chen
Experienced Financial Service with more than 10 years of experience. FINRA Series 6, 63, Life, Health Insurance and Variable Annuities. At Golden Summit Financial & Insurance Center, Charlen serves as a Licensed Services Assistant, focusing on developing back-office efficiency, annual business planning, and strategic marketing. She is known for her meticulous attention to detail, handling each case with precision and care. Charlene's commitment to maintaining strong client relationships has allowed her to build trust and loyalty with each individual she serves.
Leona Zhang
Bilingual (English/Chinese) financial professional with years of experience in personal wealth management and holistic planning.
Leona Zhang is an exceptional professional who brings a wealth of knowledge and expertise to the field of estate planning and financial guidance. Leona's journey began at UC Berkeley, where she pursued her passion for understanding the complexities of human behavior by obtaining a Bachelor of Arts degree in Psychology. Building upon this foundation, she went on to earn a Master of Science degree in Industrial and Organizational Psychology, further sharpening her understanding of organizational dynamics and interpersonal relationships within the workplace. With a solid academic background, Leona ventured into the realm of Human Resources, dedicating two years to honing her skills in talent management, employee engagement, and fostering positive workplace cultures. This invaluable experience allowed her to witness firsthand the financial challenges individuals and families face, inspiring her to transition her expertise into the realm of estate planning and financial guidance. Currently serving as a licensed insurance agent at New York Life, Leona combines her deep understanding of psychology, and organizational dynamics, to assist her clients in navigating the complex landscape of estate planning. With her expertise, she offers personalized solutions tailored to each client's unique needs, helping them protect their assets and plan for the future. Leona's commitment to serving the community is evident in her dedication to providing comprehensive financial guidance, ensuring her clients make informed decisions that align with their long-term goals. With her compassionate nature, meticulous attention to detail, and exceptional expertise in estate planning, Leona Zhang has become a trusted financial professional to individuals and families seeking financial security and peace of mind. Her ability to demystify complex financial concepts and her unwavering commitment to delivering personalized solutions make her an invaluable resource to her clients. As she continues to serve her community with great expertise, Leona remains dedicated to helping others achieve financial stability and safeguard their legacies for future generations.