Alice
earned a Bachelors of Science in Accounting from
San Francisco
State
University
.
She has completed both the Estate Planning Certificate Program and the Advanced Personal Financial Planning Certificate Program sponsored by the California Society of Certified Public Accountants Education Foundation. Throughout
Alice
’s
extensive experience in public accounting,
Alice
developed skills in estate planning, trust administration and retirement planning. She gets a lot of satisfaction in helping clients plan for their golden years.
Some things Alice enjoys doing outside of BCC is hiking, yoga, traveling and spending time with her family. She has traveled throughout the world, but her favorite places to travel to are in
Asia
. Besides English,
Alice
also speaks Cantonese.
Member of:
- American Institute of Certified Public Accountants
- California
Society of Certified Public Accountants
- San Francisco Chapter’s Estate & Personal Financial Planning Interest Group
Obtained designations:
- Certified Public Accountant (CPA) from the
California
State
Board of Accountancy
- Personal Financial Specialist (PFS) from the American Institute of Certified Public Accountants