Hello, I'm Teresa Leng

Teresa is a dedicated financial consultant committed to enhancing her clients’ financial health and helping them break free from the sandwich generation. Her early fascination with financial planning sparked a passion that led her to begin her career in financial advising at just 21.

With over seven years of experience, Teresa is highly regarded by her clients as  knowledgeable, trustworthy, and efficient. She has successfully guided all of her clients in optimizing their financial portfolios, helping them secure higher returns and better insurance coverage tailored to their needs. Her diligence has enabled clients to make claims on policies purchased over a decade ago, providing crucial support when needed most. 

Guided by the principle, “Parents are not our emergency funds, and children are not our retirement plans,” Teresa empowers young adults with sound financial knowledge and assists pre-retirees in creating passive income streams. Her commitment to her clients’ success and financial independence is evident in the numerous referrals and positive testimonials she receives.

Teresa’s commitment to her clients’ success and financial independence has earned her numerous referrals and consistently positive testimonials. She also mentors new financial consultants, fostering a strong and supportive team environment. Her passion for her work and dedication to her clients’ well-being drive her to go above and beyond.