Pat is our Client Service Manager and works on financial and tax planning, research, analysis and implementation.
Pat earned her bachelor’s degree from UCLA in Business and Economics. Following graduation, she entered business operations and held management positions that involved extensive planning and plan implementation work. After passing the CPA exam, Pat worked at a regional CPA firm. Her work included auditing, tax, financial statement compilation, budgeting, forecasting, business acquisition research and projection. She started providing accounting services to and later became a division accounting manager in an international non-profit and humanitarian organization.
After starting a family, she provided accounting and tax services to small businesses and individuals.
Having seen the impact on clients who made decisions without adequate financial information, Pat decided to pursue further education, receiving her Master’s degree in Family Financial Planning from Oklahoma State University.
Pat is fluent in Mandarin and Taiwanese. Pat has experience and enjoys working with people from diverse cultural backgrounds.
We offer ongoing services to clients who are looking for an in-depth relationship with a financial advisor who will have an understanding of their unique circumstances and create a custom solution for their personal financial needs. This solution is not suitable for short term or hourly engagements that cannot take advantage of our style of client service. Our fees are based on assets under management and to be cost effective for both the client and us. We require a minimum level of $500,000 of investable assets.