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Meet Luka

Luka Huang Headshot

20480 Pacifica Dr. #G
Cupertino, CA 95014

Cell: 650-469-5048 
Office: 408-863-0306
luka.h@openwinfinancial.com

Luka Huang

Financial Advisor

CA Insurance Lic. #4313361

Luka Huang has more than 10-year working experience in investment banks with Merrill Lynch and Lehman Brothers in market risk management and credit analytics. With a Master of Financial Mathematics from Stanford University and based in Silicon Valley, Luka has vast experience working analytically with engineers and is passionate about helping her clients build, protect, and manage their wealth. She offers a variety of products that can help clients meet their insurance and financial needs, including, but not limited to, college funding, managing costs for extended periods of care, retirement, and building a lifetime income strategy using a combination of financial tools. Luka speaks fluent Mandarin, Cantonese, and Japanese. She has three kids and enjoys exploring nature and meditation.

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20480 Pacifica Dr. Suite G
Cupertino, CA 95014

Call: 408-863-0306
Fax: 408-252-1005
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Disclosure

Chu Ling Hsiao, Danny Li, Lingfeng Lu, Siew Poh Tong, Xin Wang, Zikun Xu, Wei Xue, and Dongzhe Jin are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Chu Ling Hsiao (CA Insurance License #0B43293).
Danny Li (CA Insurance License #0H34176).
Lingfeng Lu (CA Insurance License #0M68520).
Siew Poh Tong (CA Insurance License #4227108).
Xin Wang (CA Insurance License #0H41528).
Zikun Xu (CA Insurance License #4049074).
Wei Xue (CA Insurance License #2057846).
Dongzhe Jin (CA Insurance License #0K43192).

As a New York Life Agent, Chu Ling Hsiao is licensed and authorized to offer insurance in California, but Julia Hsiao Insurance & Financial Services may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, Danny Li is licensed and authorized to offer insurance in California, but Julia Hsiao Insurance & Financial Services may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, Lingfeng Lu is licensed and authorized to offer insurance in California, but Julia Hsiao Insurance & Financial Services may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, Siew Poh Tong is licensed and authorized to offer insurance in California, but Julia Hsiao Insurance & Financial Services may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, Xin Wang is licensed and authorized to offer insurance in California, but Julia Hsiao Insurance & Financial Services may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, Zikun Xu is licensed and authorized to offer insurance in California, but Julia Hsiao Insurance & Financial Services may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, Wei Xue is licensed and authorized to offer insurance in California, but Julia Hsiao Insurance & Financial Services may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, Dongzhe Jin is licensed and authorized to offer insurance in California, but Julia Hsiao Insurance & Financial Services may not be. For additional information on California licensure status, please click here.

The following individuals are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company:
Chu Ling Hsiao, 20480 Pacifica Dr Ste G, Cupertino, CA 95014, 408-863-0306.
Danny Li, 4320 Hanwell Dr, Frisco, TX 75034, 626-321-5504.
Lingfeng Lu, 1110 N Loop 336 W Ste 410c, Conroe, TX 77301, 480-275-0757.
Siew Poh Tong, 2633 Camino Ramon Bishop Ranch Suite 525, San Ramon, CA 94583, 510-307-6668.
Xin Wang, 10885 Ne 4th St Ste 1400, Bellevue, WA 98004, 206-427-8860.
Zikun Xu, 420 Lexington Ave Fl 15, New York, NY 10170.
Wei Xue, 201 Jones Rd 5th Fl, Waltham, MA 02451, 781-392-1718.
Dongzhe Jin, 22875 Savi Ranch Pkwy Ste F, Yorba Linda, CA 92887.

Chu Ling Hsiao, Danny Li, Lingfeng Lu, Xin Wang, Zikun Xu, Wei Xue, and Dongzhe Jin are also Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial advisers and Eagle Strategies LLC are properly registered.

Chu Ling Hsiao, Wei Xue, and Dongzhe Jin are Member Agents of The Nautilus Group®, a service of New York Life Insurance Company.

OpenWin Financial & Insurance Services, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither OpenWin Financial & Insurance Services, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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