Meet Louisa
Louisa has over 25 years of experience in public accounting and auditing.
She obtained her bachelor’s degree from University of California, Los Angeles (UCLA) and later completed the Personal Financial Planning Program at UCLA extension. She holds a Series 6, 63 registrations with Financial Industry and Regulatory Authority (FINRA) and an insurance license with CA Department of Insurance. She is also a registered representative (CRD 5050178) with Globalink Securities, Inc.
Being both a CPA and CFP®, she is putting herself to the highest professional standards. She has no hesitation to put herself to client’s shoes, with focus on client’s peace of mind.
She may not know everything, but she always looks for the answers for her clients. It also allows her client to grow with her not just in business but also in personal life.
CEO/National Director
Agency Director
Field Executive Director
