Joel Zhuang (ChFC®,AEPP®, MDRT)'s Linkedin Analytics

Hello there! To get to know me better, I would like to answer some questions you may have for me. Firstly, why did I join this Financial Planning career? Four words -- Cultivating Relationships, Understanding Money. My career has provided a space that allows me to build countless deep relationships with others. It has allowed me to meet new friends with whom I can share my knowledge about money, which will be passed down through generations to come. I also did it to better understand money, as it is the most common denominator for success, happiness and security. Through this journey, I have gained insights into the different ways people manage money. Now, how do I manage my time? I do it with well-defined SOPs and workflows. I optimize processes to handle 100+ cases yearly while maintaining top-tier service and balancing it with personal family time. Success isn’t just about work—I make time for family, self-improvement, and travel, proving that balance fuels excellence. Next, my values include the following: Putting You First Your goals and dreams—I craft financial strategies that truly serve you, not just sell products. Excellence with purpose With precision and passion, I refine and innovate—creating impact, one financial plan at a time. The reason I do what I do is that financial planning isn’t just about numbers—it’s about empowering lives. I find deep fulfillment in guiding professionals and families toward financial confidence, helping them protect what matters while building a future they’re excited about. Every conversation, every plan, and every milestone achieved with my clients remind me why I love this business. It’s not just about policies—it’s about trust, impact, and lasting relationships. Seeing my clients thrive, stress less, and achieve their dreams fuels me. I am ever grateful and proud to now have over 500 active clients, to have been promoted to a Master Financial Consultant and to protect families with young children and young professionals with proper risk management and investment portfolios. I specialize in helping young professionals, working parents, healthcare workers, civil servants, and engineers build financial security and accumulate wealth. I aim to give them more time and money to spend quality time with people they love. I deeply value each and every one of my relationships, and I look forward to crossing paths with you one day.