Followers 3
Los Angeles CA
Active 15d ago
Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.
Active 2d ago
Bio: Maturing advisor looking forward to helping High Net Worth/Business Owners simplify their lives and maximize their wealth.
Walnut Creek, CA
Active 22h ago
Bio: CFP®, EA, CTC. Problem-solver.
Founder of Watts Advisors VFO.
Tax Plan IQ.
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@joyce-liang-2779
I’m the founder of a client-first advisory platform focused on tax-efficient planning, risk management, and wealth transfer strategies.
Active 2d ago
Joined Jul 10, 2023
Burlingame, California
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