◆MBA Degree in taxation at Golden Gate University in San Francisco.

◆Pass Certified Public Accountine (CPA) and Certified Financial Planner (CFP)
examinations at first attempt. Serving the Bay Area for over 25 years.

◆Chartered Life Underwriter (CLU), the highest designation in insurance industry.

◆Founder and Director of Trans Pacific National Bank, one of the three premier banks in San Francisco.

◆Top Of The Table : 7 years with 9-10 times per year

◆ Six investment licenses from NASD：6﹒7﹒24﹐51,63﹐65

◆Licensee of Reeistered Financial Consultant (RFC), Personal Financial Specialist (PFS) and Certified Senior Advisor (CSA).

◆Former host of San Francisco Bay Area's TV and radio show for finance and investment.

◆Published more than 40 articles in newspaper regarding income tax, real estate and financial plannmg.

◆An active educator and speaker in Bay Area. Receive Certificates of Honor fiom the Mayor and Board of Supervisors, City and County of San Francisco; Senate of the State of Califomia for continuous contribution in American Chinese community services.