Jeff C. Liu, CPA, CFP, Tax Compliance & Financial Services
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Jeff joined the firm in December 1997. He obtained his B.A. degree in Accounting from California State University, Fullerton. Jeff is a CPA and is involved in many accounting, tax and financial planning engagements. Jeff has since obtained many financial licenses such as the Life Insurance, Series 6 & 63 and he is a Certified Financial Planner (CFP). As a CFP, Jeff Brings many years of investing experience in the equity markets. Jeff’s goal is to provide no nonsense, cost effective solutions to clients’ wealth management and financial planning needs. Jeff has experience in the setup and maintenance of retirement plans which includes defined benefit plans, defined contribution plans, IRAs (Traditional, Roth, SEP) and retirement plan asset rollovers. Jeff also provides consulting in the implementation of new investment portfolios or the review of existing investment portfolio which includes the purchasing or rebalancing of current investments such as mutual funds, bonds, etc. In addition, Jeff is able to evaluate client’s life insurance and annuity needs whether it be for personal use (personal risk reduction), business needs (funding a buy-sell agreement) or for estate planning needs (ILIT, variable annuity, etc). Lastly, Jeff is also fluent in Chinese (Mandarin).