State Farm

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

With fluency in Cantonese and Mandarin, Nicolas proudly serves clients in Bay Area. Nicolas has 8 years of experience as a Senior Home Lending Advisor and specializes in pre-qualification, fixed-rate mortgages, adjustable-rate mortgages, first-time homebuyer programs, and conforming loans and jumbo mortgages. Whether you're a first-time homebuyer, need to expand or downsize, or are looking for a second home, Nicolas is here to help you find the right mortgage to fit your needs. Starting with a review of your finances, Nicolas can help you get a clear picture of what might work best for you. Nicolas will explain your options, answer any questions you may have, keep you informed and guide you through every step of the mortgage process. Above all, Nicolas wants to ensure that you have a positive home lending experience.

As a Personal Financial Representative in Sunnyvale, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals.