Client Services Specialist
Paula works mindfully with the advisors in the implementation and ongoing needs of all accounts. Paula consistently delivers superior support to help ensure client satisfaction. Outstanding customer service and attention to detail are the keys to doing her job most effectively. Paula thrives in fast-paced environments and is beyond knowledgeable about the needs of our clients. She has an impressive 20 years in the insurance and financial services industry, resulting in efficiency and proactive outreach.
Born in Hong Kong, Paula has been living in San Mateo since she was four years old. Her hobbies include reading and watching soccer. In her free time, she enjoys taking trips to the coast with her family and loves spending time with her three daughters.
CA Insurance License 0C39366