Rae Zhou is a Licensed Service Associate with 5 years of experience in the financial services and insurance industry. At Golden Summit Financial & Insurance Center, Rae coordinates client needs, manages case processing, supports day-to-day agency operations, and assists with marketing initiatives that contribute to business development.
With a detail-oriented and service-focused approach, Rae works closely with advisors, internal teams, and clients to ensure smooth communication and efficient coordination throughout the financial planning process. She is committed to providing responsive, reliable, and professional support at every stage of the client experience.