Our Accounting Family
We’re Here To Help
Wendy Xu
Wendy started her career in the fiduciary field in 2008. During the past 13 years, she has accumulated extended knowledge in the following:
Accounting preparation
Client assets marshaling and management
Inventories and appraisals preparation
Wendy has a BA degree in Psychology from San Francisco State University and she has a certificate in Fiduciary Management from the California State University in Fullerton.
Jade He
Jade had been working in the fiduciary office for over four years. She has excellent finance management instincts and is very self-motivated. Her four years of experience has taught her basic knowledge of account preparation and proficiency in cash account preparation and accounting.
Emily Guan
Emily has six years of experience in fiduciary accounting. She is self-motivated, organized, and meticulous. She is knowledgeable in fiduciary accounting and investments. She is currently focused on management of financial data ensuring bookkeeping is accurate. She is constantly learning as her journey continues.