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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.

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
    • New York Life
    • Mainstay Funds
    • American Funds
Disclosure

Dongzhe Jin, Haoqiu Zhang, Xiao-Mei Chen, Shuzhen Qi, Qian Li, Dongmei Deng, Liman Jiang, and Min Ye are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Dongzhe Jin (CA Insurance License #0K43192).
Haoqiu Zhang (CA Insurance License #4265585).
Shuzhen Qi (CA Insurance License #4200894).
Qian Li (CA Insurance License #4434731).
Dongmei Deng (CA Insurance License #4525246).
Liman Jiang (CA Insurance License #4430287).
Min Ye (CA Insurance License #4493008).

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.

As a New York Life Agent, Haoqiu Zhang 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.

As a New York Life Agent, Shuzhen Qi 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.

As a New York Life Agent, Qian Li 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.

As a New York Life Agent, Dongmei Deng 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.

As a New York Life Agent, Liman Jiang 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.

As a New York Life Agent, Min Ye 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.

The following individuals are Registered Representatives of and offer 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:
Dongzhe Jin, 22875 Savi Ranch Pkwy Ste F, Yorba Linda, CA 92887, 714-312-0156.
Haoqiu Zhang, 22875 Savi Ranch Pkwy Ste F, Yorba Linda, CA 92887, 626-716-3306.
Xiao-Mei Chen, 8515 Prairie Dunes Way, Duluth, GA 30097, 770-605-3737.
Qian Li, 140 Via Verde Ste 200, San Dimas, CA 91773.

Dongzhe Jin, and Haoqiu Zhang are also Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial advisers and Eagle Strategies LLC are properly registered.

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

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.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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