A | B | C | D | E | F | G | H | I | J | K | L | M | O | P | Q | R | S | T | U | V | W | X | Y | Z | AA | AB | AC | AD | AE | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Timestamp | Name | Phone number | Email address | Are you_____? | Are you benefiting from the current economy? | A. Too many bills or debts? | B. Lack of saving or investment for retirement? | C. Lack of preparation for your kids' college education? | D. Not having enough protection in the case of disability, long term care illness or even death? | Do you support children, aging parents or other dependents? | Are you concerned about the future of your job career? | Do you feel that concepts involving investment, insurance, debt, inflation, tax and other financial services are confusing? | What is your current age? | What is your ideal retirement age? | Do you want to learn how to fund your child's college or university costs? | Do you want to learn more about how money works and how to build a stronger financial foundation? | Are you interested in making more money on a part-time basis? | Do you want to explore a new business career in the fast growing financial industry? | Are you interested in learning more about trust, wills and estate planing? | Who invited you for the survey? | Are you interested in learning more about trust, wills and estate planing? | Email Address | |||||||
2 | 1/5/2022 10:03:53 | Tony Tang | 2142500963 | etangxp@hotmail.com | An employee | No | No | No | No | No | No | Yes | Yes | Above 50 | 67 | No | Yes | No | No | No | Wendy | |||||||||
3 | 1/5/2022 11:01:46 | Minsheng Li | 13157752686 | lminsheng@yahoo.com | retired | Yes | Yes | Yes | No | Yes | No | No | Yes | Above 50 | 65 | No | Yes | Yes | No | No | Wendy Peng | |||||||||
4 | 1/5/2022 14:20:23 | Ocean | Chen.xingyuan@yahoo.com | No job | No | No | No | Yes | Yes | Yes | Yes | No | Below 35 | 65 | Yes | Yes | Yes | Yes | No | Wendy Peng | ||||||||||
5 | 1/5/2022 16:49:59 | Alfred | 4053852792 | dzh53dzh@gmail.com | Student | Yes | Yes | Yes | No | Yes | No | Yes | No | Below 35 | 65 | No | Yes | No | No | No | Wendy Peng | |||||||||
6 | 1/5/2022 20:43:56 | Frank Luo | 8177053224 | Frank_luo@yahoo.com | An employee | No | No | No | No | No | Yes | No | No | Above 50 | 65 | No | No | No | No | No | Weddy peng | |||||||||
7 | 1/6/2022 7:35:15 | Jessie | 4107399803 | |||||||||||||||||||||||||||
8 | 1/6/2022 8:55:54 | Sherry | 9727300301 | sherry.rshi@me.com | An employee | No | No | No | No | No | Yes | No | No | Below 35 | I'm not planning to retire | Yes | No | Yes | No | No | Wendy | |||||||||
9 | 1/6/2022 12:12:17 | Eva Renn | 2142077684 | eva.renn@yahoo.com | Retired | No | No | No | No | No | No | No | No | Above 50 | Already retired | No | No | No | No | No | Wendy Peng | |||||||||
10 | 1/6/2022 13:00:27 | Weijia | 8322706203 | An employee | No | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Between 35-50 | 50 | Yes | Yes | Yes | Yes | Yes | Wendy | ||||||||||
11 | 1/6/2022 17:44:57 | Kevin Jackson | 4692309864 | Kjackson5555@yahoo.com | An employee | No | Yes | No | Yes | Yes | Yes | No | No | Above 50 | 67 | Yes | No | No | No | No | Wendy Peng | |||||||||
12 | 1/7/2022 20:11:45 | Betty | Betty05122@163.com | Self-employed | No | No | No | No | No | Yes | No | Yes | Between 35-50 | Yes | Yes | No | No | No | Wendy | |||||||||||
13 | 1/8/2022 7:21:42 | An employee | No | No | No | No | No | No | No | No | Above 50 | No | No | No | No | No | ||||||||||||||
14 | 1/9/2022 6:49:40 | Jessica Schulteis | 2625735233 | Chao.east@yahoo.com | An employee | No | No | No | No | No | Yes | No | Yes | Above 50 | 62 | No | Yes | Yes | Yes | No | Yan wang | |||||||||
15 | 1/9/2022 14:08:35 | Christine | Christine cg@yahoo.com | An employee | No | No | No | No | No | No | No | No | Above 50 | No | No | No | No | No | Yan Wang | |||||||||||
16 | 1/9/2022 16:41:58 | test | 9728288888 | jenliu909090@gmail.com | Self-employed | Yes | Yes | Yes | Yes | No | Yes | No | No | Between 35-50 | 65 | Yes | Yes | Yes | Yes | Yes | Jen | |||||||||
17 | 1/10/2022 9:06:10 | Yibin Liu | 5129837081 | ybliu2000@yahoo.com | An employee | No | No | No | No | No | Yes | No | No | Above 50 | 70 | No | No | No | No | No | Wendy | |||||||||
18 | 1/10/2022 9:08:08 | Jing Chen | 6789259367 | jingchen1992@gmail.com | An employee | No | No | Yes | No | Yes | Yes | No | Yes | Between 35-50 | 60 | Yes | Yes | Yes | Yes | No | Wendy Peng | |||||||||
19 | 1/10/2022 9:09:26 | Jun | 8179085515 | 家庭主妇 | No | No | No | No | No | Yes | No | No | Above 50 | 50 | No | No | No | No | No | Wendy peng | ||||||||||
20 | 1/10/2022 9:52:13 | Nancy Liu | 5126625052 | Liunancy2016@gmail.com | Self-employed | Yes | No | No | No | No | Yes | Yes | Yes | Between 35-50 | 50 | Yes | Yes | Yes | No | Yes | Wendy peng | |||||||||
21 | 1/10/2022 10:14:29 | Shili Xiao | 8473706896 | slx01012001@gmail.com | An employee | No | No | No | No | No | No | No | No | Above 50 | 73 | Yes | Yes | Yes | No | Yes | Wendy Pen | |||||||||
22 | 1/10/2022 10:21:15 | Julie | 5123503462 | Juliekuang2699@gmail.com | Self-employed | Yes | Yes | Yes | Yes | No | Yes | Yes | Yes | Between 35-50 | 65 | Yes | Yes | No | No | No | Wendy | |||||||||
23 | 1/10/2022 10:29:12 | lily | Business owner | No | Below 35 | |||||||||||||||||||||||||
24 | 1/10/2022 10:43:12 | Chen Ding | 4697340520 | Chending365@gmail.com | An employee | No | No | No | No | No | Yes | No | No | Above 50 | 55 | No | No | No | No | No | Yan Wang | |||||||||
25 | 1/10/2022 10:56:19 | Qin | 6692746497 | jeanchou211@gmail.com | homemaker | No | No | Yes | Yes | No | No | No | No | Between 35-50 | Yes | No | No | No | No | Wendy Peng | ||||||||||
26 | 1/10/2022 11:15:51 | Gary Zhang | 2148625016 | garyzh8@gmail.com | An employee | Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | Above 50 | 60 | No | No | No | No | No | Wendy Peng | |||||||||
27 | 1/10/2022 12:43:18 | An employee | No | No | No | No | Yes | Yes | No | No | Between 35-50 | 70 | No | Yes | No | No | No | Wendy Peng | ||||||||||||
28 | 1/10/2022 13:27:44 | Kelly Wang | 512-922-6915 | Wangkelly@hotmail.com | No | No | No | No | Yes | Yes | No | No | Between 35-50 | 55 | No | No | No | No | No | Wendy | ||||||||||
29 | 1/10/2022 13:48:55 | Charles | 2146741560 | susuzlj@gmail.com | An employee | No | No | No | No | No | No | No | No | Below 35 | 65 | Yes | Yes | No | No | No | ||||||||||
30 | 1/10/2022 17:50:22 | guohua liu | 4699801638 | jliu8686@yahoo.com | An employee | No | No | No | No | No | Yes | No | No | Above 50 | 62 | No | No | No | No | No | wendy peng | |||||||||
31 | 1/10/2022 17:56:33 | Jenny Wang | 9728148697 | manjinw@yahoo.com | An employee | No | No | No | No | No | Yes | No | No | Between 35-50 | 50 | No | No | No | No | No | Wendy Peng | |||||||||
32 | 1/10/2022 21:28:57 | |||||||||||||||||||||||||||||
33 | 1/11/2022 8:49:59 | No | Yes | Yes | Yes | |||||||||||||||||||||||||
34 | 1/11/2022 9:04:55 | Wei | An employee | Yes | Yes | Yes | No | Yes | Yes | No | Yes | Above 50 | 55 | No | Yes | Yes | No | No | Wendy | |||||||||||
35 | 1/11/2022 15:42:17 | Linda | lindawangshuo@gmail.com | Interested in the business | Yes | No | Yes | No | Yes | Yes | Yes | Yes | Below 35 | 50 | Yes | Yes | Yes | Yes | Yes | Yan | ||||||||||
36 | 1/11/2022 17:22:16 | Xingwen chen | 3185188054 | Xingwenchen@gmail.com | Self-employed | Yes | No | No | No | Yes | Yes | Yes | Yes | Above 50 | 65 | Yes | Yes | Yes | No | No | Wendy Peng | |||||||||
37 | 1/11/2022 18:19:21 | Hong | 2625068238 | hong.cui08@gmail.com | An employee | No | No | No | No | No | No | No | Yes | Between 35-50 | 65 | No | Yes | No | No | No | Wendy Peng | |||||||||
38 | 1/11/2022 21:18:36 | Tito titome | 4444445555 | Me_&you@address.com | Self-employed | No | Yes | No | No | No | No | No | No | Above 50 | 60 | No | No | No | No | No | Someone | |||||||||
39 | 1/12/2022 19:02:46 | Grace Liu | 817-690-5028 | fengzhaoliu@hotmail.com | An employee | No | Yes | Yes | Yes | No | Yes | Yes | Yes | Between 35-50 | 56 | Yes | Yes | Yes | Yes | No | Wendy Peng | |||||||||
40 | 1/13/2022 11:39:59 | Weiqing zhang | 4693531306 | weiqing75025@yahoo.com | An employee | No | No | Yes | No | Yes | Yes | No | Yes | Above 50 | 62 | Yes | No | No | No | No | Can fang | |||||||||
41 | 1/14/2022 15:12:36 | Megan Chen | 2142809822 | An employee | No | No | No | No | Yes | No | No | No | Above 50 | 60 | No | No | No | No | No | Wendy Peng | ||||||||||
42 | 1/14/2022 19:48:09 | Yan | 9726238475 | yanmavt@gmail.com | An employee | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Between 35-50 | Yes | Yes | Yes | Yes | No | |||||||||||
43 | 1/15/2022 12:19:47 | Carlton Danils | 3182102365 | Carltonedaniels@gail.com | An employee | No | Yes | No | No | No | Yes | No | No | Between 35-50 | 60 | No | Yes | No | No | No | Wendy | |||||||||
44 | 1/15/2022 15:34:40 | Liping Gao | 4697662450 | lipingegao@yahoo.com | An employee | Yes | Yes | Yes | No | Yes | Yes | Yes | Yes | Above 50 | 60 | Yes | Yes | Yes | Yes | Wendy Peng | Yes | |||||||||
45 | ||||||||||||||||||||||||||||||
46 | 1/18/2022 21:01:59 | Yijin shi | Shiyijin77@gmail.com | An employee | Yes | Yes | Yes | No | Yes | Yes | Above 50 | 60 | No | Yes | No | No | Wendy Peng | Yes | ||||||||||||
47 | 1/24/2022 17:39:58 | Wendy Tang | An employee | No | No | No | No | Yes | No | No | Above 50 | 65 | No | No | No | No | Wendy Peng | No | ||||||||||||
48 | 1/26/2022 20:32:58 | S Tahs | 4694383557 | Texanfire@gmail.com | Self-employed | Yes | No | No | No | No | No | No | No | Above 50 | 65 | No | No | No | No | Yan Wang | No | |||||||||
49 | 1/27/2022 22:07:36 | Chengyuan Huang | 8146990679 | chengyuanh4@gmail.com | An employee | Yes | No | Yes | No | Yes | No | Yes | Yes | Below 35 | 65 | No | Yes | Yes | No | Yes | ||||||||||
50 | 1/30/2022 12:29:30 | Liping Gao | 4697662450 | lipingegao@yahoo.com | An employee | Yes | Yes | No | No | Yes | Yes | Yes | Yes | Above 50 | 60 | Yes | Yes | Yes | Yes | Wendy Peng | Yes | |||||||||
51 | 1/30/2022 15:22:20 | Steve | tuchangg@gmail.com | An employee | Yes | Yes | Yes | Yes | Yes | No | Yes | No | Below 35 | 40 | Yes | Yes | Yes | Yes | Emily Gao | Yes | ||||||||||
52 | 1/30/2022 15:30:03 | Yes | No | No | No | No | Yes | Yes | No | Above 50 | 70 | Yes | No | No | Emily Gao | Yes | ||||||||||||||
53 | 1/31/2022 11:20:04 | Hugh Li | 3024205986 | Business owner | Yes | Yes | No | No | No | Yes | No | Yes | Above 50 | 65 | No | No | No | No | Wendy Peng | No | ||||||||||
54 | 1/31/2022 21:04:20 | Anny | 9727019636 | Anny@hotmail.com | An employee | Yes | No | No | No | No | Yes | No | No | Above 50 | 60 | No | No | No | No | Emerly | Yes | |||||||||
55 | 5/1/2022 19:45:44 | Daniel Pletcher | 9032802065 | danielpletcher@gmail.com | An employee | Yes | No | No | No | No | No | No | No | Below 35 | 63 | No | Yes | Yes | Yes | Huifen Pletcher | Yes | |||||||||
56 | 5/13/2022 15:32:40 | Yes | No | No | No | Yes | No | No | No | Above 50 | 50 | No | No | No | No | Yan Wang | No | shenchiang@gmail.com | ||||||||||||
57 | 5/19/2022 17:00:13 | Tino | An employee | No | No | Yes | Yes | Yes | Yes | No | Yes | Between 35-50 | Don't know | Yes | Yes | Yes | Yes | No one | Yes | tinoavila86@yahoo.com | ||||||||||
58 | 5/19/2022 17:26:14 | Alma | 5304057201 | Sacity530@gmail.com | An employee | No | No | Yes | No | Yes | Yes | Yes | Yes | Below 35 | 50 | No | Yes | Yes | Yes | DACA network | Yes | sacity530@gmail.com | ||||||||
59 | 5/19/2022 23:27:14 | Elvis Hernandez | 770-596-2083 | lvshernandez@gmail.com | Self-employed | Yes | No | Yes | Yes | Yes | Yes | No | Yes | Below 35 | 48 | Yes | Yes | Yes | Yes | Daca group | Yes | lvshernandez@gmail.com | ||||||||
60 | 5/21/2022 0:47:59 | Maria Flores | 7075486937 | Floresmari2606@aol.com | Self-employed | No | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Below 35 | 50 | Yes | Yes | Yes | Yes | Facebook group | Yes | floresmari2606@aol.com | ||||||||
61 | 5/27/2022 8:12:01 | Edgar Cano | 561450667 | Canoedgar21@gmail.com | An employee | No | Yes | Yes | Yes | Yes | Yes | No | Yes | Below 35 | 50 | Yes | Yes | Yes | Yes | Ana | Yes | canoedgar21@gmail.com | ||||||||
62 | 9/21/2023 12:26:02 | Sharlene | 4088320775 | Sharlene.tullao83@gmail.com | Business owner | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Between 35-50 | 45 | Yes | Yes | Yes | Yes | Wendy | Yes | |||||||||
63 | 10/1/2023 9:01:33 | Sharlene Test | 4088320775 | Shar.tullao@gmail.com | Self-employed | Yes | Yes | Yes | No | Yes | Yes | Yes | No | Between 35-50 | 50 | Yes | Yes | Yes | Yes | Sharlene | Yes | |||||||||
64 | ||||||||||||||||||||||||||||||
65 | ||||||||||||||||||||||||||||||
66 | ||||||||||||||||||||||||||||||
67 | ||||||||||||||||||||||||||||||
68 | ||||||||||||||||||||||||||||||
69 | ||||||||||||||||||||||||||||||
70 | ||||||||||||||||||||||||||||||
71 | ||||||||||||||||||||||||||||||
72 | ||||||||||||||||||||||||||||||
73 | ||||||||||||||||||||||||||||||
74 | ||||||||||||||||||||||||||||||
75 | ||||||||||||||||||||||||||||||
76 | ||||||||||||||||||||||||||||||
77 | ||||||||||||||||||||||||||||||
78 | ||||||||||||||||||||||||||||||
79 | ||||||||||||||||||||||||||||||
80 | ||||||||||||||||||||||||||||||
81 | ||||||||||||||||||||||||||||||
82 | ||||||||||||||||||||||||||||||
83 | ||||||||||||||||||||||||||||||
84 | ||||||||||||||||||||||||||||||
85 | ||||||||||||||||||||||||||||||
86 | ||||||||||||||||||||||||||||||
87 | ||||||||||||||||||||||||||||||
88 | ||||||||||||||||||||||||||||||
89 | ||||||||||||||||||||||||||||||
90 | ||||||||||||||||||||||||||||||
91 | ||||||||||||||||||||||||||||||
92 | ||||||||||||||||||||||||||||||
93 | ||||||||||||||||||||||||||||||
94 | ||||||||||||||||||||||||||||||
95 | ||||||||||||||||||||||||||||||
96 | ||||||||||||||||||||||||||||||
97 | ||||||||||||||||||||||||||||||
98 | ||||||||||||||||||||||||||||||
99 | ||||||||||||||||||||||||||||||
100 |