Financial Advisor
财务规划顾问
Reliable
Analytical
Caring
Strategic

What services do I offer?
我提供哪些服务?

I provide complete solutions!
我提供全方位的解决方案!
Everyone's situation is different. As I get to know you, my goal is to provide a whole solution to help you. Finances are tricky, and having someone to help can free up your time to focus on family or grow your business!
每个人的情况都不尽相同。随着我对您的了解加深,我的目标是为您量身打造一套全面的解决方案,真正帮助到您。财务问题往往复杂繁琐,有专业人士为您把关,不仅可以减少压力,还能让您腾出时间,更专注于家庭或发展事业。
Why should you choose me?
为什么选择我?
满意客户
多年经验
I bring to the table a Master of Accountancy degree from George Washington University, 11 years of corporate accounting experience, and 4 years of service as a Certified Public Accountant.
我拥有乔治华盛顿大学的会计硕士学位,具备11年企业会计经验,并已担任注册会计师(CPA)4年。
I am more than an accountant though. In 2021, I also became a commissioned, licensed, and bonded Notary Public in the State of California, and a CDI Licensee offering Life Insurance plans in California.
不过,我不仅仅是一名会计师。2021年,我还成为了加州认证、持牌并投保的公证员,并获得加州保险局(CDI)许可,提供人寿保险服务。



