Name: Charlie Su

Basic education background:

1975 Tam Sui Oxford College -- International Trade business. (Taiwan)

1979 Chinese Culture University -- Economics. (Taiwan)

1981 Cal. State Uni. Stanislaus -- MBA, Finance.

Professional education background:

1987 CA. C.P.A. Certificate.

1988 CA. community college instructor certificate.

1999 CA. life license

1999 CA. Security 6, and 63.

2000 CA. Security 26.

Career:

L.A. community college instructor at Pierce college since 1988.

Establish a CPA practice since 1988.

Financial planning field is associated with WFG from 1999.

Business field:

CPA practice:

a.       taxation: individual, partnership, corp., sub. S. corp. tax return.

b.      accounting: general bookkeeping, accounting and payroll accounting service.

c.       business consulting: business management field, business organization field

Financial planning:

a.       the concept of financial planning:

Whether you are single or married, whether you have a son or not, you legally have a "son" that you have to feed. I don't care who you are, we all called our "son" the same name "Uncle Sam" !

We all have the same purpose -- train this son to be an independent person. Once this son reaches that goal, we don't have to give him any money any more.

The question is HOW ? The answer is EASY !! Because he sets up the rules to tell us how much we have to pay him, the only thing we need to do is follow his rules to pay him less. That is financial planning.  

¡@

b.      business planning: for cost budget and tax planning.  

c.       individual planning:

1. tax planning: including medical insurance, IRA, ROTH IRA, home mortgage, retirement planning, and etc.

2. investment planning: including mutual funds, annuities, life insurance and etc. 

3. estate planning: including ILIT, trusts, family foundation, annuities and etc.