About Winnie Liu
A trusted financial advisor with over 20 years of experience in tax strategy,
investment management, and financial consulting.
Professional Background
Winnie Liu is a distinguished financial professional with comprehensive expertise in tax strategy, investment management, and financial consulting. As a CPA, CFA charterholder, and Certified Tax Strategist, she brings a unique blend of skills to help clients achieve their financial goals.
With over 20 years of experience in the financial industry, Winnie has helped numerous individuals and businesses optimize their tax positions, develop robust investment strategies, and create comprehensive financial plans.
Certifications
CPA, CFA, Certified Tax Strategist
Experience
20+ Years
Specializations
Financial Planning, Financial Education
Our Values
Integrity
We maintain the highest ethical standards and always put our clients’ interests first.
Excellence
We strive for excellence in every aspect of our service and continuous professional development.
Client Focus
We provide personalized solutions tailored to each client’s unique financial situation and goals.