T16 – Richard

“As a science background student, a common friend introduced me to Richard Liu during this year Spring time. During the first appointment, I shared my interest in financial planning and stated the current financial situation to him. After patiently listening all my concerns and questions, Richard showed me a power point created by himself for non-financial background people to understand the importance of financial planning with detailed explanations. And then he introduced me all the possible financial products in all aspects based on my personal case. Richard was able to show his sincere consideration for the potential client. Meanwhile, I was impressed by his honesty and outstanding working experiences. These factors made me put full trust on him and CWF Group. I had decided to let him become my personal financial advisor within an hour informational appointment. Afterwards, I had two more appointments with him to choose products and sign contracts under detailed guidance. Richard also was able to follow up with financial products and tell me relevant information in time. Overall, I am very satisfied to have him as my financial advisor who has a good attitude to his client and passionate about his career.”

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