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Sen (Jason) Ning MBA, President Jason Ning, as the President of American Advanced Financial, is leading the firm as a primary Financial Services provider for individuals, families, and small businesses to achieve their life, retirement, disability income, long term care and business plan needs. He has also developed the firm as a platform for insurance and financial professionals to provide the best solutions for their clients and markets.Jason Ning’s previous position was as the Managing Director of AIG Financial Network in New Jersey, from August of 2016 to December of 2019, in charge of its life and retirement distribution and marketing growth in east coast area. Under his leadership, the firm grew from scratch to become a multi-million-dollar firm in 3 years.Jason Ning has been an industry leader since 2007 as a Managing Director of MetLife, rising from a position as Agency Sales Director in 2001 and Financial Services Professional in 1997. His 25-year career in the life and retirement industry has been highlighted by numerous achievements and recognitions. In these changing business, marketing, and industry environments, he leads his firm with consistent year to year growth as a premier financial services provider in Multi-Cultural Markets. Check the background of your financial professional on FINRA’s BrokerCheck. |
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Chun (Lucy) Li, Sr. Vice President Lucy Li, as the Senior Vice President of American Advanced Financial and a seasoned financial executive has been in professional services for more than 24 years, with experience across the Insurance and Investment Space. Based in the East Coast, Lucy Li particularly focuses on the Insurance and Retirement Asset Protection space and leads a top-notch, highly accomplished Financial Services team dedicated to improving financial well-being of clients predominantly in the Greater New York, New Jersey, and Philadelphia Metropolitan areas.Lucy Li’s previous position was as Agency Director of AIG Financial Network in New Jersey, from December of 2016 to December of 2019. She was in charge of recruiting & training new agents and staff in a variety of capacities to service clients and developed an extraordinarily strong sales team. She was also a top Agency Director of AIG Financial Network and Management Leader Conference award winner.Lucy Li grew to be a field leader as an Agency Sales Director since 2003 in MetLife from the position of Financial Services Representative in 1998. She has achieved numerous Management Leader Conference and Sales Leader Conference awards. |
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Chia-Lin (Carol) Lee MBA, CLU, CPFA, Vice President Carol Lee, as the Vice President of American Advanced Financial, has been in Financial Professional services for more than 10 years. Her strong financial background and knowledge allows her to provide comprehensive financial advice from investments to planning for customers. She is also looking to recruit high quality and experienced Financial Professionals to join the firm.Carol Lee’s previous position was as an Agency Director of AIG Financial Network in New Jersey. She has provided outstanding professional services and experiences in AIG from October of 2016 to December of 2019, and MetLife from 2011 to 2016. She is currently holding titles of Financial Advisor, CLU and CPFA. Prior to working as Financial Professional, Carol Lee was a Tax Associate with a tax firm. She also has experience in commercial real estate lending and analysis for more than 10 years.Carol Lee’s major service areas include Life Insurance & Policy Reviews, Long Term Care and Disability Income Insurance, Annuities, 401(k) 403(b) Rollovers, Retirement Planning, College Education Funding Planning, Estate Planning & Trusts, and Business Succession Plans & Strategies. Check the background of your financial professional on FINRA’s BrokerCheck. |
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Simon Mo LUTCF, CLU, Vice President Simon Mo, as the Vice President of American Advanced Financial, launched his career in professional financial services in 1992. Since then, he has received 18 consecutive Leaders Conference Achievement Awards from MetLife Insurance Company, a President Conference Achievement Award, and a record of handling a single approved policy with an insured amount of $40 million. In 2017, 2018, and 2019, he won the AIG Annual No. 1 East American Highest Honor Elite Conference Achievement Award.In addition to specializing in high-net-worth client planning and trust control application, Simon also provides a breadth of services including life insurance, health insurance, education fund planning, investment planning, individual and group retirement annuities, and plans, commercial insurance, personal home, car, and travel insurance.Simon Mo has established rock-solid financial protection for more than thousands of customers and families, and successfully assisted dozens of customers with life insurance death claims, as well as provided timely financial assistance when these families lost their loved ones. Check the background of your financial professional on FINRA’s BrokerCheck. |
