Back to top

Bios

Rose Huie, CPA


Click here for Rose's resume

  • Certified Financial Planner™
  • CA Real Estate Broker ( license #01391466)
  • CA Insurance License #0C73543

Member : American Institute of CPAs, California Society of CPAs
Certified Financial Planner Board of Standards Inc.

 

Wanda Li

 

Wanda Li is our staff accountant and has been working with us since August 1999. She is responsible for all accounting and tax data input and preparation of financial statements and tax returns for review by CPA. Most clients talk to her when they need information. She is extremely friendly and responsive to client requests. Before joining our firm, She worked for H&R Block, PG&E, Bank of America and several other companies in the Bay Area. She graduated from San Francisco State University with a BS Degree in Accounting. She is fluent in Chinese - Cantonese, Mandarin and Toi Shan dialect.