I received my BS in Shanghai in 1986 and MBA in information systems from City University in Washington State in 1999. Prior to joining LPL, I had over 11 years of accounting experience in international and domestic business between 1988 - 2004.I had earned the CRPC designation in January 2006, CFP® certification in February 2008. I have recently joined LPL since May 2020.
CMZ Wealth Strategies and LPL Financial do not provide tax advice or services. Please consult your tax advisor regarding your specific situation
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