Lynn Zhang, CPA, CGA

Financial Security Advisor
Investment Representative

My warmest welcome to you!

This is where you learn who I am, what my passions are, and how I can assist you in achieving your personal financial goals.

Financial planning means different things to different people. To some, it means managing day-to-day life expenditures, planning for the dream wedding or saving for the kids’ education. To others, it refers to budgeting for the once-in-a-life-time trip, solidifying retirement plans or thinking about passing down your legacy… As different as we all are, financial planning not just weaves through our life, it started before we were born and will carry on long after our death, if we wish.

It is my passion to learn which stage of life you are at and what your life goals are. Through financial planning and implementation of the plans, we can work together to achieve your life goals.

Working with my clients, we first identity the values and goals i.e. what do you hold dearly to your heart and what are the most important things to your life. Second, we evaluation what you have or lack at the present. Next, we develop plans and strategy toward your goals. Last, we will implement the plans to work toward the goals. Since our financial needs and life situations change over time, periodical reviews are necessary so the financial planning is always in line with your goals.

With 15 years in the personal and corporate finance and accounting profession, I am experienced in helping individual clients, as well as businesses and business owners in developing a holistic financial plan.

I look forward to listening to your dreams and working with you in achieving them!

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