Tax Planner | Outsourced CFO | Strategic Business Advisor

As a Certified Financial Planner and an IRS Enrolled Agent, I understand that finding a real 'trusted advisor' is not common in the world of entrepreneurs.  

 

As a graduate of Carnegie Mellon University's Tepper School of Business and Heinz School of Public Policy and Management, I have built a solid foundation not only in the private sector but also in the public sector as well. 

 

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. 

 

Professional Designations:

CERTIFIED FINANCIAL PLANNER™*

IRS Enrolled Agent** 

Chartered Life Underwriter®***

Chartered Financial Consultant®****

QuickBooks Certified ProAdvisor*****

Education:

Masters of Public Policy and Health Care Management

Heinz College of Information Systems & Public Policy

Carnegie Mellon University

 

Bachelors of Business Administration and Marketing

Tepper School of Business

Carnegie Mellon University

 

Personal Financial Planning Program

UCLA Extension

 

Chartered Life Underwriter Program

Chartered Financial Consultant Program

The American College of Financial Services

 

Professional Licenses:

BRE#: 01834874

CDI#: 0846276

*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.

**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

***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.

****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.

*****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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