New York Wealth Planning Group

A PIONEER IN US-CHINA CROSS-BORDER WEALTH AND LIFE PLANNING

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常春藤名校教战系列 (2) - 具备改变世界能力的学生特质是什么

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  • 8/17/2018

常春藤名校想要录取什么特质的学生?基本上,学校正在寻找的学生主要拥有两个特质:
1. 学生未来将有改变世界的能力
2. 在大学期间能为社区做出积极贡献,并有能力帮助其他学生完成伟大的事情。

纽约财富麦慧琪女士再获AIG年度领袖魅力合作伙伴嘉奖

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  • 7/31/2018

纽约财富麦慧琪女士再一次荣获年度AIG领袖魅力合作伙伴的殊荣,并受AIG邀请出席其在夏威夷举办的超300人出席的年度嘉奖盛会。

常春藤名校教战系列 - 名校到底要有什么特质的学生?

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  • 7/31/2018

进入哥伦比亚大学,哈佛大学,普林斯顿大学和耶鲁大学是许多高中学生们的目标,到底该如何才能进入这些名校,其实对于学生和家长来说往往是一个谜。我想分享一个框架的概念,让学生和家长可以依据这个框架来着手准备申请。

纽约财富成功举办「升学之道 心理先行」讲座,现场座无虚席

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  • 7/31/2018

纽约财富教育部首创,将升学规划与「心理」议题結合所推出的「升学规划,心理先行」讲座完美落幕,现场座无虚席,感谢各位家长的支持。

购买美国学区房兼具教育及投资收益的理想投资

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  • 7/26/2018

在美国买房,与国内有很多相通的地方,除了之前提及国人无论是在中国或是大洋彼岸的美国,都喜好购买一线城市之外;另外一个购买房产的共通点就是「位置」,而好学区就意外着好位置。无论是投资还是自住,买学区房绝对是稳赚不赔的理财之道。

纽约财富教育部与「长岛华人协会」成功举办升学规划讲座

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  • 7/26/2018

纽约财富教育部上周日(3月25日)与「长岛华人协会(LICAA)」共同举办升学规划讲座,活动圆满成功。


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Sally Mak | Managing Partner

  • A recipient of the 2017 Outstanding 50 Asian Americans in Business
  • More than 20 years’ of experience as a top executive in Fortune 100 financial services companies in both the US and China, former SVP for AIG in Asia, CMO for MetLife China, etc.
  • Engaged in more than $100 million of real estate investments
  • An expert in US-China cross-border investment and wealth planning for high net-worth individuals; Certified Financial Planner (CFP®) & Chartered Financial Consultant (ChFC); NYS real estate and insurance broker
  • A frequent speaker at major international financial planning conferences; former China representative of the FPA (Financial Planning Association) Asia-Pacific Committee
  • A special columnist for Dow Jones Mansion Global; a financial columnist for the China Business News on cross-border asset allocation, investment, real estate and insurance; a key financial columnist for the World Journal, the largest Chinese-language newspaper in the U.S.
  • B.A., The Chinese University of Hong Kong; M.A., Columbia University

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Vern Haydne|Chief Advisor

  • CFP® (Certified Financial Planner) since 1978; a financial planning pioneer for almost 50 years
  • Board member of the CFP Board of Standards and Chairman of the National Endowment For Financial Education
  • Founder and president of Hayden Wealth Management Group
  • Former president of the North Bay California Chapter of the International Association of Financial Planners (IAFP) and Founding President of the Westchester/Rockland Chapter IAFP
  • More than 300 appearances on leading national news and financial television programs including CNBC, NBC, Fox News, Bloomberg and PBS; author of Getting an Investing Game Plan: Creating It, Working It, Winning It
  • Branded as “Mr. Mutual Fund” by CNBC
  • Financial education counselor on behalf of many companies and charities; a sought-after speaker at financial and industry conventions
  • B.A., Wheaton College, Illinois; graduate work, New York University, University of Southern California, American University