Maggie Zheng DiChillo
Independent Financial Advisor and Life Insurance Broker at Zi-DiChillo Financials
Free consultation
Schedule
Zi-DiChillo Financials Initial Consultation
Time Zone
Arcadia, CA (Pacific Time, UTC-07:00)
Aug 2 @ 18:50 pm for Maggie Zheng DiChillo About Maggie Zheng DiChillo
Maggie Zheng DiChillo has had a long track of successful career in finance. Her roles range from senior financial analyst for some Fortune 500 companies to Vice President, Chinese Market for three of the big four mutual life insurance companies - Northwestern Mutual, Mass Mutual, and Guardian Life. She was awarded for Rising Leaders in her first year as a Mass Mutual agent, and Leaders in her third year for placing a premium financing case and bringing in the firm's first Chinese-speaking client. She serves a selective group of professionals and business owners in Southern California and Florida.
Along with a dedicated team of CPAs, financial advisors and estate planning attorneys, her resources and expertise will enable you to be more confident in a well-planned, secure financial future.
Maggie currently resides in Bradenton, Florida with her husband Kevin and three children - Tristan, Jake and Ricki.
Industries
Licenses & Certifications
Accident & Health or Sickness Life
California,
United States
License #98176
Licensed for
12 Years
Since
Jul 2014
Active
Active
Mortgage Loan Originator License
California,
United States
License #52947
Licensed for
4 Years 4 Months
Since
Mar 2022
Active
Life Including Variable Annuity & Health Insurance Agent
Florida,
United States
License #29620
Licensed for
11 Years 8 Months
Since
Nov 2014
Active
Languages
Mandarin
Native or bilingual
Skills
cash value life insurance
disability insurance
fixed annuity
index universal life insurance
indexed annuity
life insurance
long term care insurance
permanent life insurance
premium financing
second to die life insurance
Education
University of Califorina, Los Angeles
Bachelor of Science Applied Mathematics
2004
De Anza College
Associate of Arts Computer Science
2002