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TimestampNamePhone numberEmail addressAre 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
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1/5/2022 10:03:53Tony Tang2142500963etangxp@hotmail.comAn employeeNoNoNoNoNoNoYesYesAbove 5067NoYesNoNoNoWendy
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1/5/2022 11:01:46Minsheng Li13157752686lminsheng@yahoo.com retiredYesYesYesNoYesNoNoYesAbove 5065NoYesYesNoNoWendy Peng
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1/5/2022 14:20:23OceanChen.xingyuan@yahoo.comNo job NoNoNoYesYesYesYesNoBelow 3565YesYesYesYesNoWendy Peng
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1/5/2022 16:49:59Alfred4053852792dzh53dzh@gmail.comStudentYesYesYesNoYesNoYesNoBelow 3565NoYesNoNoNoWendy Peng
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1/5/2022 20:43:56Frank Luo8177053224Frank_luo@yahoo.comAn employeeNoNoNoNoNoYesNoNoAbove 5065NoNoNoNoNoWeddy peng
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1/6/2022 7:35:15Jessie 4107399803
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1/6/2022 8:55:54Sherry9727300301sherry.rshi@me.comAn employeeNoNoNoNoNoYesNoNoBelow 35I'm not planning to retireYesNoYesNoNoWendy
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1/6/2022 12:12:17Eva Renn2142077684eva.renn@yahoo.comRetiredNoNoNoNoNoNoNoNoAbove 50Already retiredNoNoNoNoNoWendy Peng
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1/6/2022 13:00:27Weijia8322706203An employeeNoYesYesYesYesYesYesYesBetween 35-5050YesYesYesYesYesWendy
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1/6/2022 17:44:57Kevin Jackson4692309864Kjackson5555@yahoo.comAn employeeNoYesNoYesYesYesNoNoAbove 5067YesNoNoNoNoWendy Peng
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1/7/2022 20:11:45BettyBetty05122@163.com Self-employedNoNoNoNoNoYesNoYesBetween 35-50YesYesNoNoNoWendy
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1/8/2022 7:21:42An employeeNoNoNoNoNoNoNoNoAbove 50NoNoNoNoNo
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1/9/2022 6:49:40Jessica Schulteis 2625735233Chao.east@yahoo.comAn employeeNoNoNoNoNoYesNoYesAbove 5062NoYesYesYesNoYan wang
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1/9/2022 14:08:35Christine Christine cg@yahoo.comAn employeeNoNoNoNoNoNoNoNoAbove 50NoNoNoNoNoYan Wang
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1/9/2022 16:41:58test9728288888jenliu909090@gmail.comSelf-employedYesYesYesYesNoYesNoNoBetween 35-5065YesYesYesYesYesJen
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1/10/2022 9:06:10Yibin Liu5129837081ybliu2000@yahoo.comAn employeeNoNoNoNoNoYesNoNoAbove 5070NoNoNoNoNoWendy
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1/10/2022 9:08:08Jing Chen6789259367jingchen1992@gmail.comAn employeeNoNoYesNoYesYesNoYesBetween 35-5060YesYesYesYesNoWendy Peng
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1/10/2022 9:09:26Jun8179085515家庭主妇NoNoNoNoNoYesNoNoAbove 5050NoNoNoNoNoWendy peng
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1/10/2022 9:52:13Nancy Liu5126625052Liunancy2016@gmail.comSelf-employedYesNoNoNoNoYesYesYesBetween 35-5050YesYesYesNoYesWendy peng
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1/10/2022 10:14:29Shili Xiao8473706896slx01012001@gmail.com An employeeNoNoNoNoNoNoNoNoAbove 5073YesYesYesNoYesWendy Pen
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1/10/2022 10:21:15Julie 5123503462Juliekuang2699@gmail.comSelf-employedYesYesYesYesNoYesYesYesBetween 35-5065YesYesNoNoNoWendy
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1/10/2022 10:29:12lilyBusiness ownerNoBelow 35
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1/10/2022 10:43:12Chen Ding4697340520Chending365@gmail.comAn employeeNoNoNoNoNoYesNoNoAbove 5055NoNoNoNoNoYan Wang
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1/10/2022 10:56:19Qin6692746497jeanchou211@gmail.comhomemakerNoNoYesYesNoNoNoNoBetween 35-50YesNoNoNoNoWendy Peng
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1/10/2022 11:15:51Gary Zhang2148625016garyzh8@gmail.comAn employeeYesYesYesYesYesYesYesNoAbove 5060NoNoNoNoNoWendy Peng
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1/10/2022 12:43:18An employeeNoNoNoNoYesYesNoNoBetween 35-5070NoYesNoNoNoWendy Peng
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1/10/2022 13:27:44Kelly Wang512-922-6915Wangkelly@hotmail.comNoNoNoNoYesYesNoNoBetween 35-5055NoNoNoNoNoWendy
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1/10/2022 13:48:55Charles2146741560susuzlj@gmail.comAn employeeNoNoNoNoNoNoNoNoBelow 3565YesYesNoNoNo
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1/10/2022 17:50:22guohua liu4699801638jliu8686@yahoo.comAn employeeNoNoNoNoNoYesNoNoAbove 5062NoNoNoNoNowendy peng
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1/10/2022 17:56:33Jenny Wang9728148697manjinw@yahoo.comAn employeeNoNoNoNoNoYesNoNoBetween 35-5050NoNoNoNoNoWendy Peng
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1/10/2022 21:28:57
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1/11/2022 8:49:59NoYesYesYes
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1/11/2022 9:04:55WeiAn employeeYesYesYesNoYesYesNoYesAbove 5055NoYesYesNoNoWendy
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1/11/2022 15:42:17Lindalindawangshuo@gmail.com
Interested in the business
YesNoYesNoYesYesYesYesBelow 3550YesYesYesYesYesYan
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1/11/2022 17:22:16Xingwen chen3185188054Xingwenchen@gmail.comSelf-employedYesNoNoNoYesYesYesYesAbove 5065YesYesYesNoNoWendy Peng
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1/11/2022 18:19:21Hong2625068238hong.cui08@gmail.comAn employeeNoNoNoNoNoNoNoYesBetween 35-5065NoYesNoNoNoWendy Peng
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1/11/2022 21:18:36Tito titome4444445555Me_&you@address.comSelf-employedNoYesNoNoNoNoNoNoAbove 5060NoNoNoNoNoSomeone
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1/12/2022 19:02:46Grace Liu817-690-5028fengzhaoliu@hotmail.comAn employeeNoYesYesYesNoYesYesYesBetween 35-5056YesYesYesYesNoWendy Peng
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1/13/2022 11:39:59Weiqing zhang4693531306weiqing75025@yahoo.comAn employeeNoNoYesNoYesYesNoYesAbove 5062YesNoNoNoNoCan fang
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1/14/2022 15:12:36Megan Chen2142809822An employeeNoNoNoNoYesNoNoNoAbove 5060NoNoNoNoNoWendy Peng
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1/14/2022 19:48:09Yan9726238475yanmavt@gmail.comAn employeeYesYesYesYesYesYesYesYesBetween 35-50YesYesYesYesNo
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1/15/2022 12:19:47Carlton Danils 3182102365Carltonedaniels@gail.comAn employeeNoYesNoNoNoYesNoNoBetween 35-5060NoYesNoNoNoWendy
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1/15/2022 15:34:40Liping Gao4697662450lipingegao@yahoo.comAn employeeYesYesYesNoYesYesYesYesAbove 5060YesYesYesYesWendy PengYes
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1/18/2022 21:01:59Yijin shiShiyijin77@gmail.comAn employeeYesYesYesNoYesYesAbove 5060NoYesNoNoWendy PengYes
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1/24/2022 17:39:58Wendy TangAn employeeNoNoNoNoYesNoNoAbove 5065NoNoNoNoWendy PengNo
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1/26/2022 20:32:58S Tahs4694383557Texanfire@gmail.comSelf-employedYesNoNoNoNoNoNoNoAbove 5065NoNoNoNoYan WangNo
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1/27/2022 22:07:36Chengyuan Huang8146990679chengyuanh4@gmail.comAn employeeYesNoYesNoYesNoYesYesBelow 3565NoYesYesNoYes
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1/30/2022 12:29:30Liping Gao4697662450lipingegao@yahoo.comAn employeeYesYesNoNoYesYesYesYesAbove 5060YesYesYesYesWendy PengYes
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1/30/2022 15:22:20Stevetuchangg@gmail.comAn employeeYesYesYesYesYesNoYesNoBelow 3540YesYesYesYesEmily GaoYes
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1/30/2022 15:30:03YesNoNoNoNoYesYesNoAbove 5070YesNoNoEmily GaoYes
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1/31/2022 11:20:04Hugh Li3024205986Business ownerYesYesNoNoNoYesNoYesAbove 5065NoNoNoNoWendy PengNo
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1/31/2022 21:04:20Anny9727019636Anny@hotmail.comAn employeeYesNoNoNoNoYesNoNoAbove 5060NoNoNoNoEmerly Yes
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5/1/2022 19:45:44Daniel Pletcher9032802065danielpletcher@gmail.comAn employeeYesNoNoNoNoNoNoNoBelow 3563NoYesYesYesHuifen PletcherYes
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5/13/2022 15:32:40YesNoNoNoYesNoNoNoAbove 5050NoNoNoNoYan Wang Noshenchiang@gmail.com
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5/19/2022 17:00:13TinoAn employeeNoNoYesYesYesYesNoYesBetween 35-50Don't know YesYesYesYesNo oneYestinoavila86@yahoo.com
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5/19/2022 17:26:14Alma 5304057201Sacity530@gmail.com An employeeNoNoYesNoYesYesYesYesBelow 3550NoYesYesYesDACA network Yessacity530@gmail.com
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5/19/2022 23:27:14Elvis Hernandez 770-596-2083lvshernandez@gmail.comSelf-employedYesNoYesYesYesYesNoYesBelow 3548YesYesYesYesDaca groupYes
lvshernandez@gmail.com
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5/21/2022 0:47:59Maria Flores7075486937Floresmari2606@aol.comSelf-employedNoYesYesYesYesYesYesYesBelow 3550YesYesYesYesFacebook group Yesfloresmari2606@aol.com
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5/27/2022 8:12:01Edgar Cano561450667Canoedgar21@gmail.comAn employeeNoYesYesYesYesYesNoYesBelow 3550YesYesYesYesAnaYes
canoedgar21@gmail.com
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9/21/2023 12:26:02Sharlene 4088320775Sharlene.tullao83@gmail.comBusiness ownerYesYesYesYesYesYesYesYesBetween 35-5045YesYesYesYesWendy Yes
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10/1/2023 9:01:33Sharlene Test 4088320775Shar.tullao@gmail.comSelf-employedYesYesYesNoYesYesYesNoBetween 35-5050YesYesYesYesSharlene Yes
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