Sally Mak

 

Sally Mak
CEO,New York Wealth Planning Group, Inc.

 

Sally Mak is the Founder and Chief Executive of the New York Wealth Planning Group, a pioneer in US-China cross-border wealth planning services. She has more than 20 years of experience as a top executive in Fortune 100 financial services companies in both the US and China and is one of the few experts in US-China cross-border investment and wealth planning.


Prior to founding the New York Wealth Planning Group, Sally has held several senior executive positions at the world’s leading financial services firms. They include Senior Vice President for AIG’s Greater China Region, Deputy General Manager & Chief Marketing Officer at MetLife China, and Chief Agency Officer at Haier New York Life. She was the most powerful woman in Asia’s foreign financial services industry during the 2008 financial crisis, leading a team of 40,000 financial services professionals and head office employees to successfully overcome the most difficult challenges in recent financial history. In her early career life, she served as the national Chinese Market Manager at New York Life (US Headquarters) and was instrumental in building the Company†s dominant presence in the US Chinese Market.


On the corporate side, Sally has an extensive background in strategic planning, business development and risk management. On the financial planning side, she is a holder of the Certified Financial Planner (CFP ) & Chartered Financial Consultant (ChFC) designations, as well as a real estate licensee in NYS and insurance licensee in numerous states. Her unique expertise in cross-border asset allocation, real estate investment, insurance, financial and tax planning allows her firm to provide “family office type of professional advice to high net-worth families. For the past few years, her firm has closed large commercial real estate deals worthy of more than $100 million, and also structured numerous multi-million asset protection and investment plans for high net-worth and ultra high net-worth families.


Sally is a frequent speaker at major international financial planning and insurance conferences and represented China at the Financial Planning Association’s Asia-Pacific Focus Group for several years. She is a special columnist for Mansion Global, Dow Jones†luxury real estate website; a financial columnist for the China Business News, a prominent financial news services in China; as well as the lead writer for the Financial Column of the World Journal, the largest Chinese-language newspaper in the U.S. Over the past 20 years, Sally was recognized as one of the very successful Asian American Business Leaders by various Chinese-language media in the U.S. and China.


Sally is highly proficient in English, Mandarin and Cantonese. She received her bachelor†s degree at the Chinese University of Hong Kong and master‘s degree at Columbia University. She lives in Great Neck, New York with her husband Lou and her 17- year-old daughter Victoria.