17+ years of experience in Accounting, Tax, Financial Service in a variety of sectors including public accounting, construction and real estate. Member of executive management team, responsible for the development and implementation of financial and operational strategy and metrics tied to that strategy. Ongoing development and monitoring of internal control systems designed to preserve company assets. Provide consultation and education to individuals and their families with regard to tax, accounting, and financial concerns. Design investment strategies to optimize their investment objectives in the context of the complete financial picture. A particular focus is to help new immigrants explore the American financial system, educate the immigrant communities on how to build a strong financial foundation to reach their financial freedom. An active member of the American Institute of Certified Public Accountants (AICPA) since 2000, and an active member of the Certified Financial Planner Board since 2010. Licensed life & health insurance producer since 2011. Registered Investment Advisor Representative (IAR) of Transamerica Financial Advisors, Inc.