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Cecilia Jiang

Financial Professional

Cecilia Jiang is a financial professional dedicated to helping individuals and families build, protect, and preserve their financial futures. Her practice focuses on family protection, retirement planning, and estate planning, providing personalized strategies tailored to each client’s unique goals and priorities.

Cecilia works closely with the Chinese community, with particular experience serving high-net-worth individuals and families. She understands the importance of thoughtful planning when navigating complex financial needs, including wealth protection, legacy planning, and the transfer of assets across generations.

With a relationship-driven and client-focused approach, Cecilia is committed to helping her clients gain clarity, make informed financial decisions, and create strategies designed to protect what they have built while preparing for the future.

Disclosure

Dongzhe Jin is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0K43192), FL, GA, MA, MI, MS, NC, NJ, NV, NY, TX, UT, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Dongzhe Jin is licensed and authorized to offer insurance in California, but GOLDEN SUMMIT INSURANCE & FINANCIAL CENTER, INC. may not be. For additional information on California licensure status, please click here.

Dongzhe Jin is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 22875 Savi Ranch Pkwy Ste F, Yorba Linda, CA, 92887, 714-312-0156. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, NJ, NV, NY, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Dongzhe Jin is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, FL, NJ, NV, NY, UT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Dongzhe Jin is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

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.

Haoqiu Zhang is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #4265585), GA, MD, MS, NV, and VA. No insurance business may be conducted outside the states referenced.

Haoqiu Zhang is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 22875 Savi Ranch Pkwy Ste F, Yorba Linda, CA, 92887, 626-716-3306. In this regard, this communication is strictly intended for individuals residing in the states of CA, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Haoqiu Zhang is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Xiao-Mei Chen is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of GA, MS, NC, NV, SC, TN, and WA. No insurance business may be conducted outside the states referenced.

Xiao-Mei Chen is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 8515 Prairie Dunes Way, Duluth, GA, 30097, 770-605-3737. In this regard, this communication is strictly intended for individuals residing in the states of GA, SC, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Zikun Xu is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #4049074), CT, MA, MD, NJ, NY, PA, TX, and WA. No insurance business may be conducted outside the states referenced.

Zikun Xu is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 420 Lexington Ave Fl 15, New York, NY, 10170. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, LA, MA, MD, NJ, NY, PA, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Zikun Xu is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, FL, LA, MA, MD, NJ, NY, PA, TX, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

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.

Qian Li is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of California (California Insurance License #4434731). No insurance business may be conducted outside the state referenced.

Qian Li is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 140 Via Verde Ste 200, San Dimas, CA, 91773, 909-979-4764. In this regard, this communication is strictly intended for individuals residing in the state of California. No offers may be made or accepted from any resident outside the specific state referenced.

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.

GOLDEN SUMMIT INSURANCE & FINANCIAL CENTER, INC. is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither GOLDEN SUMMIT INSURANCE & FINANCIAL CENTER, INC. nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

Click here

22875 Savi Ranch Pkwy Ste F

Yorba Linda, CA 92887

golden summit logo
(714) 312-0156

Assistant:

(949) 568-7571
ryanjin@gsfsc.com
  • ABOUT
    • Our Team
    • Our Process
  • SERVICE
    • Personal Planning
    • Business Planning
    • Advanced Planning Group
  • RESOURCES
    • Our Planning Resources
    • About Eagle Strategies
    • Life Plan Strategies for Your Business
    • Concepts and Strategies
    • Calculator
  • CONTACT
  • CLIENT LOGIN
    • Eagle Strategies/NYLIFE Securities
    • eMoney
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