Mai graduated Summa Cum Laude from the University of California, Irvine (UCI) in Economics. She also obtained her MBA degree from UCI with a finance and investment emphasis.
She was featured in the Dow Jones Wire and Advisor Magazines. Additionally, she has been a member of the Million Dollar Roundtable club as well as a member of the Fidelity Investments Advisors Council.
She is a LPL Investment Advisor Representative and holds Series 6, 7, 63, 65 security registrations through LPL Financial. She is also certified with Medicare and Covered California. Mai believes in helping families to pursue financial security by developing financial strategies to match their goals at any point on their path through life. Mai has developed the primary focus for her practice to be in the area of insurance and retirement planning. She has an in-depth knowledge of Covered California and qualified plans, such as pension, 401k and IRA. She has presented Covered California and 401k/ IRA educational seminars to thousands of dislocated workers throughout Southern California.
In her free time, Mai enjoys living an active lifestyle. Her hobbies include yoga, tennis, and golf.
CA Insurance License # 0E74877