LPS

Our mission is to provide our clients asset growth and protection through diverse and flexible insurance and annuity strategies and products. We pride ourselves on our ability to provide open and transparent advice with integrity. We work holistically with premier tax, real estate, business and estate planning attorneys to protect clients assets... I'm Naya Zhao, the owner of LPS Wealth Management and Insurance Service, Inc. LPS stands for Life Planning Strategy and was founded in 2018. After working with many major insurance companies and a wide range of clients over the last 8 years, I have accumulated unique and valuable insights that I am now able to share. I have been recognized as a top 2 US Agent and President Club Member and have received the prestigious international Million Dollar Round Table award from The Premier Associations of Financial Professionals.

Primary location: San Mateo United States