About Us

About Us

 

Our Story

Strategic Horizon Inc was founded on the principles of objective service to our clients and our community. We understand that our clients have unique needs; therefore, we utilize an approach that is customized to the individual, family, or business. Our individual clients can expect a full range of services covering all forms of personal lines insurance and a wide array of investments.

We truly value our clients and the relationships we have developed over the years and are proud of the years of unparalleled service and professionalism we have been able to extend to our patrons.

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Retirement Planning

Prepare for your retirement now and reap the reward in your golden years.
 

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Wealth Management

Determine how your money can make you more money with the help of a dedicated wealth planning partner by your side.

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Insurance and Annuities 

Protect yourself and your assets by choosing the right insurance for your life stage.
 

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Leadership

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them with our sound financial strategies.

Derek is the founder and CEO of Strategic Horizon Inc. He started his career with Metlife and has been serving clients in the insurance and wealth management space for decades. Throughout his career, Derek has been providing all round support and direction to his clients to meet their insurance, annuities, investments as well as financial strategies and wealth management needs. He is a huge advocate for his firm and the communities it serves as well as for the financial services industry.

Industry Accolades

  • MDRT Qualified since 2001. Starting in 2012, was both Qualifying and Life Membership level.

  • 2016 to Present – Director of the Hong Kong Association of Southern California.

  • 2016 to Present- Board of Directors of the California Asian Insurance & Financial Professional Association Million Dollar Round Table- MDRT approved qualified professional organization.

  • 2018-2019 Served as President of the California Asian Insurance & Financial Professional Association.

  • 2020 to Present - Created and formed the Young Executive Club a subchapter of the Hong Kong Association of Southern California.

Community Involvement

Derek is a huge proponent of financial literacy in the community and works hand in glove with the California Asian Insurance and Financial Planning Association and the Hong Kong Association of Southern California. He is instrumental in pushing the envelope in uniting the financial industry professionals and providing a forum to share ideas and experiences.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck