Esther Aw Case Summary

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Esther Aw, CLTC®, CAP® As a financial advisor with Eagle Strategies LLC (a subsidiary of New York Life) and the owner of EMA Financial and Insurance Services, Esther Aw finds her work to be rewarding in a variety of ways. She takes great satisfaction in being able to help clients make solid choices with regard to such responsibilities as wealth preservation, estate planning, retirement planning, protection management, and risk management. Ms. Aw is well qualified to assist clients with decision-making in areas such as charitable donations, education funding, business succession strategies, and long-term care insurance. Esther is a member of the National Association of Insurance and Financial Advisors (NAIFA), as well as a member of Women …show more content…

Her first step with any client is to meet and decide whether they will make a good match for each other. It is important to her that people know they are collaborating with Esther when planning their financial futures. She works hard to make clients feel as though their input is equally as relevant as her guidance. Ms. Aw works hard to educate the individuals who hire her, promoting a foundation of trust as she builds relationships with clients. While Ms. Aw provides expert financial advice that is beneficial to those who apply it, she will still offer professional support to clients when they choose to stray from that advice. To Esther, strengthening a client relationship over time is more essential than selling a service in the short term. She regards her job with a wholistic attitude, and she works to help clients envision, create, and implement strategies that will benefit them in the areas that matter to them. As their priorities change over the course of time, Esther helps clients to modify their financial plans …show more content…

What started as a temporary job soon became a permanent position with the Pacific Stock and Options Exchange. She served as an internal monitor for the Exchange, addressing any wrongdoings or ethical violations with the appropriate authorities. After six years with the stock exchange in San Francisco, Ms. Aw then spent two years working as a regulatory officer for the monetary exchange in Singapore. In 1997, Esther began a long and flourishing career with New York Life, as well becoming the owner of EMA Financial and Insurance Services. Staying true to her passion for philanthropic interests, Esther has been involved with various charitable organizations. She was a board member at BloodSource, a not-for-profit blood center in California. Esther is currently a board member and Co-chair of the Fund Development Committee of the Asian Care Center (ACC) for seniors. She has also been involved with the American Red Cross, Mission of Grace, and Future

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