Mike Liu Email & Phone Number
Independent Financial Advisor @ Gateway Financial Advisors, Inc.
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Mike Liu Location
- San Jose, CA, US
Mike Liu Work
- Independent Financial Advisor @ (March 2014 - Present)
- Wealth Management Advisor @ (November 2008 - March 2014)
- Senior Consultant @ NHBM USA, Inc. (September 2002 - November 2008)
Mike Liu Education
- University of Sunderland
Master (Business and Economics)
1993-1996 - Beijing Technology and Business University
Master (Economics)
1980-1987
Mike Liu Skills
- Retirement Planning
- Investments
- Retirement
- Mutual Funds
- Finance
- FINRA
- Management
- Qualified and Non-qualified Plan Design and Asset Management
- Cash Value Insurance Analysis
- Annuities
- Wealth Management
- Insurance
- Risk Management
- Financial Advisory
- Series 63
- Pensions
- Wealth Accumulation
- Disability Insurance
- Long-term Care
- Series 65
- Sales
- Defined Benefit
- Analysis
- Personal Finance
- Leadership
- Banking
- Public Speaking
- Strategic Planning
- Long Term Care
- Qualified And Non Qualified Plan Design And Asset Management
Mike Liu Summary
- Mike Liu, based in San Jose, CA, US, is currently a Independent Financial Advisor at Gateway Financial Advisors, Inc.. Mike Liu brings experience from previous roles at MassMutual Silicon Valley and NHBM USA, Inc.. Mike Liu holds a 1993 - 1996 Master in Business and Economics @ University of Sunderland. With a robust skill set that includes Retirement Planning, Investments, Retirement, Mutual Funds, Finance and more. Mike Liu has 1 emails and 3 mobile phone numbers on RocketReach.
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