Our team is led by highly skilled professionals with over 20 years of experience in wealth management, taxation, and investment planning. They hold a Wharton MBA, a Berkeley degree, a graduate degree in Taxation and certifications as a CPA (Certified Public Accountant), CFA (Chartered Financial Analyst), CAIA (Chartered Alternative Investment Analyst), CFP (Certified Financial Planner), Real Estate Broker, Real Estate Loan Agent, and Insurance Agent. With their extensive knowledge and experience, they have helped clients reach their financial goals and achieve long-term financial stability.