Chartered Life Underwiter, Finance and Financial Management Services
2010 - 2012
The American College
CLU, Charted Life Underwriter
1998 - 2000
Santa Clara University
(Finance)
Peking University
(English Language and Literature)
Lutcf Helen Song's Skills
Estate Planning
Financial Advisory
Wealth Preservation Planning
Retirement Planning
Legacies
Education Funding
IRAs
Investments
Wealth Preservation
Individual Pension Plans
Lutcf Helen Song's Summary
Lutcf Helen Song, based in San Jose, CA, US, is currently a FINANCIAL SERVICES PROFESSIONAL at NYLIFE Securities LLC, bringing experience from previous roles at Eagle Strategies, LLC and New York Life Insurance Company. Lutcf Helen Song holds a 2010 - 2012 Chartered Life Underwiter, Finance and Financial Management Services @ The American College. With a robust skill set that includes Estate Planning, Financial Advisory, Wealth Preservation Planning, Retirement Planning, Legacies and more, Lutcf Helen Song contributes valuable insights to the industry. Lutcf Helen Song has 3 emails on RocketReach.