Sue Cheung | 張淑芬, CFP®, AAMS®, CRPC®, MBA
我能說和寫中文 (國語和廣東話)。請直接與我聯繫來討論您和您家人的富財管理需求, 並為您建議最好的理財策略, 包括投資管理, 稅務策略, 房產諮詢, 高管薪酬, 退休計劃, 遺產計劃和慈善捐贈。
How do I help our clients live a richer life?
I have two decades of experience in the financial industry and pride myself as the lead advisor of your own Personal CFO team. I work diligently towards obtaining a deep understanding of your needs, tax situation, personal desires, and family dynamics in order to best help you achieve your vocational freedom.
I am a U.S. Army veteran who served 3 years in active duty, stationed at 82nd Airborne Division in Ft. Bragg, NC, and also served 5 years in the National Guard as a finance officer. I am also a CERTIFIED FINANCIAL PLANNER™️ practitioner, Certified Trust and Financial Advisor (CTFA), Chartered Retirement Planning Counselor (CRPC®), and Accredited Asset Management Specialist (AAMS®). I earned a Master’s degree in Business Administration (MBA) with a concentration in finance as well as a dual bachelor’s degree in Management Information Systems (MIS) and Marketing from the University of South Florida.
I also speak and write Chinese (both Mandarin and Cantonese) fluently.
How do I spend my time outside of Brighton Jones?
I enjoy learning, dining out, hiking, traveling, tennis and spending time with friends and family.