North Carolina RTP

Serious and professional, customer interests come first, friends first, business second!

Passed California CPA exam, JPMorgan. 10 years investment experience. Currently focusing on pension planning, IRA. Roth IRA, SEP-IRA and defined benefit plan for SMEs.

The "U.S. Triangle Accounting Firm" in Cary, North Carolina, is the largest Chinese accounting firm in the eastern United States. There are now 12 branches: Atlanta, Charlotte, New York, Manhattan, Los Angeles, Seattle, Alabama, Danas, Shanghai, Beijing, Yinchuan, Shenzhen, Xi'an. More

TransGlobal Holding Company has more than 30 years of financial planning and management experience and specializes in serving Asian American communities. The company recruits talents in various states across the United States and has extensive branches. Within a few years, the scope of services has expanded from California to major cities in the United States, including California, New York, New Jersey, Massachusetts, Texas, Washington, Hawaii, Guam, North Carolina, and Georgia, set up 24 branches in the above-mentioned 10 business development booming states; across the East and West coasts of the United States, there are professional financial planners from the United States Panyu Group to provide services. Beginning in 2015, Founder and President Mr. Hu Zhengguo led the United Universal Group to integrate its product lines. In addition to the life insurance, annuity and investment and financial management departments, the overall service content of the group was increased, including health insurance, residential loans, housing Real estate, asset management, etc., and recruit professionals in the industry to create a comprehensive financial planning platform, while providing customers with the most timely, professional and complete one-stop wealth management services, so that customers enjoy the most professional and comprehensive financial planning .

More than 10 years of family and business financial planning experience including insurance, investment, retirement, long-term care, college funds and wealth transfer