Mandy S.
7/17/2022
Heather helped my mom to get a LTC insurance and we are very glad that we found her. We inquired with few other insurance agents before we met Heather, they tried to convince us to purchase GUL or...
Heather Xiong, CFP- Life Insurance Advisor
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1968 S Coast Hwy
Laguna Beach, CA 92651
Heather Xiong, CFP, is a dedicated Life Insurance Advisor based in Laguna Beach, CA, specializing in comprehensive financial planning and wealth management. With a focus on life insurance and annuity products, she empowers clients through expert guidance, ensuring they navigate their financial journeys with confidence and integrity.
With a strong commitment to family protection and financial education, Heather has built a reputation for providing tailored solutions that meet the diverse needs of her clients. As the founder of thelifetank.com, she contributes to the community by sharing insights on effective insurance investment strategies, emphasizing the importance of informed decision-making in achieving long-term financial stability.
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Reviews
5.03 reviews
Zihan Y.
7/15/2022
My family lives in new york and recently I was approached by some local agents---I'd rather say "salesperson". I spent some time searching and learning online and I was relieved to find Heather....
Jun L.
8/31/2022
Just got my life insurance done, thanks to Heather's help. I knew nothing about life insurance and retirement plan, but she explained those professional terms and concepts in a way that even I can...
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