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Charlene Chen

Licensed Service Assistant

Experienced financial services professional with over 10 years of experience. FINRA Series 6, 63, Life, Health Insurance, and Variable Annuities licensed. At Golden Summit Financial & Insurance Center, Charlene serves as a Licensed Service Assistant, focusing on developing back-office efficiency, annual business planning, and strategic marketing. She is known for her meticulous attention to detail, handling each case with precision and care. Charlene’s commitment to maintaining strong client relationships has allowed her to build trust and loyalty with each individual she serves.

Disclosure

Dongzhe Jin is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0K43192), FL, GA, MI, MS, NC, NJ, NV, NY, TX, UT, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Dongzhe Jin is licensed and authorized to offer insurance in California, but GOLDEN SUMMIT INSURANCE & FINANCIAL CENTER, INC. may not be. For additional information on California licensure status, please click here.

Dongzhe Jin is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 22875 Savi Ranch Pkwy Ste F, Yorba Linda, CA, 92887, 714-312-0156. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, NJ, NV, NY, UT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Dongzhe Jin is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, FL, NJ, NV, NY, UT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Dongzhe Jin is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Haoqiu Zhang is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #4265585), GA, MS, and NV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Haoqiu Zhang is licensed and authorized to offer insurance in California, but GOLDEN SUMMIT INSURANCE & FINANCIAL CENTER, INC. may not be. For additional information on California licensure status, please click here.

Haoqiu Zhang is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 22875 Savi Ranch Pkwy Ste F, Yorba Linda, CA, 92887, 626-716-3306. In this regard, this communication is strictly intended for individuals residing in the state of California. No offers may be made or accepted from any resident outside the specific state referenced.

Haoqiu Zhang is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the state of California. As such, these services are strictly intended for individuals residing in the state referenced.

Xiao-Mei Chen is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0I52093), FL, GA, MD, MS, NC, NV, SC, TN, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Xiao-Mei Chen is licensed and authorized to offer insurance in California, but GOLDEN SUMMIT INSURANCE & FINANCIAL CENTER, INC. may not be. For additional information on California licensure status, please click here.

Xiao-Mei Chen is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 8515 Prairie Dunes Way, Duluth, GA, 30097, 770-605-3737. In this regard, this communication is strictly intended for individuals residing in the states of CA, GA, MS, NC, SC, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Zikun Xu is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #4049074), CT, MA, NJ, NY, PA, TX, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Zikun Xu is licensed and authorized to offer insurance in California, but GOLDEN SUMMIT INSURANCE & FINANCIAL CENTER, INC. may not be. For additional information on California licensure status, please click here.

Zikun Xu is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 420 Lexington Ave Fl 15, New York, NY, 10170. In this regard, this communication is strictly intended for individuals residing in the states of CA, MA, NJ, NY, PA, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Zikun Xu is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, MA, NJ, NY, PA, TX, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Qian Li is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of California (California Insurance License #4434731). No insurance business may be conducted outside the state referenced.

As a New York Life Agent, Qian Li is licensed and authorized to offer insurance in California, but GOLDEN SUMMIT INSURANCE & FINANCIAL CENTER, INC. may not be. For additional information on California licensure status, please click here.

Qian Li is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 140 Via Verde Ste 200, San Dimas, CA, 91773, 909-979-4764. In this regard, this communication is strictly intended for individuals residing in the state of California. No offers may be made or accepted from any resident outside the specific state referenced.

GOLDEN SUMMIT INSURANCE & FINANCIAL CENTER, INC. is not owned or operated by New York Life Insurance Company or its affiliates.

Neither GOLDEN SUMMIT INSURANCE & FINANCIAL CENTER, INC. nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

Click here

22875 Savi Ranch Pkwy Ste F

Yorba Linda, CA 92887

golden summit logo
(714) 312-0156

Assistant:

(949) 568-7571
ryanjin@gsfsc.com
  • ABOUT
    • Our Team
    • Our Process
  • SERVICE
    • Personal Planning
    • Business Planning
    • Life Plan Strategies for Your Business
  • RESOURCES
    • Our Planning Resources
    • Combined Video Library
    • Concepts and Strategies
    • Calculator
  • CONTACT
  • CLIENT LOGIN
    • Eagle Strategies/NYLIFE Securities
    • eMoney
    • New York Life
    • Mainstay Funds
    • American Funds

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