As a Certified Financial Planner and an IRS Enrolled Agent, I understand finding a 'trusted advisor' is not easy for entrepreneurs.  Personally, I myself have started, invested, failed, and succeeded in different businesses.  I understand the challenges entrepreneurs face and know strategies that can help entrepreneurs save on taxes, protect their assets, plan for retirement, and ultimately, succeed. Just like a family physician, your Family CFO can create a personalized plan for your family to produce the best possible outcome. 

 

Serving over 400 clients who are mostly business owners, I have vast experience working in real estate, start-ups, and self-employed entrepreneurs of different industries.

 

Professional Designations: 

CERTIFIED FINANCIAL PLANNER™*

IRS Enrolled Agent** 

Chartered Life Underwriter®***

Chartered Financial Consultant®****

QuickBooks Certified ProAdvisor*****

America's Health Insurance Plans******

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CFP, CLU, Or ChFC: Which Is Best? (Investopedia)

What Is an (IRS) Enrolled Agent? (Investopedia)

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Education:

Masters of Public Policy and Health Care Management

Carnegie Mellon University Heinz College of Information Systems & Public Policy

 

Bachelor of Business Administration and Marketing

Carnegie Mellon University Tepper School of Business

 

Personal Financial Planning Extension Program

University of California Los Angeles

 

Chartered Life Underwriter Program

Chartered Financial Consultant Program

The American College of Financial Services

 

Professional Licenses:

Mortgage Loan Officer NMLS# 2355670

CA Real Estate Broker DRE# 01834874

Life & Health Insurance Agent CDI# 0846276

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*The CERTIFIED FINANCIAL PLANNER™ certification reflects the highest level of competency, ethics, and professionalism. CFP® practitioners are held to a high ethical standard and must abide by strict rules and compliance standards. We have also have met and continue to maintain a set of very high standards set by the CFP Board. These include industry experience, education, ethics, and passing a rigorous comprehensive CFP® Certification Exam. Visit the CFP Board website to learn more.

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**The Enrolled Agent Credential is an elite credential issued by the IRS to tax professionals who demonstrate special competence in federal tax planning, individual and business tax return preparation and representation matters. Enrolled agents have unlimited representation rights; allowing you to represent your clients before the IRS on all tax matters. More information is available at www.irs.gov/tax-professionals/enrolled-agents

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***The CLU® designation is one of the oldest and most respected credentials in financial services, dating back to the late 1920s. It represents a thorough understanding of a broad array of personal risk management and life insurance planning issues and stresses ethics, professionalism, and in-depth knowledge in the delivery of financial advice.

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****The ChFC® designation has been a mark of excellence for financial planners for almost thirty years and currently requires more courses than any other financial planning credential. The curriculum covers extensive education and application training in all aspects of financial planning, income taxation, investments, and estate and retirement planning.

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*****A Quickbooks ProAdvisor is a QuickBooks-certified independent accounting pro who can provide strategic insights to drive small business success. A QuickBooks ProAdvisor is someone familiar with the QuickBooks product line who has joined the QuickBooks ProAdvisor program and passed a certification exam.

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******AHIP (America's Health Insurance Plans) certification is proof that you've completed a series of AHIP Medicare training courses and that you now know how to sell plans in a way that is compliant with up-to-date Centers for Medicare & Medicaid Services (CMS) regulations.