Our Proactive Planning Team
Meet our team of experienced professionals dedicated to helping you achieve your financial goals.
Joyce Liang
Founder of CBC Financial & Senior Financial Planner
Specialty: Investment Strategy, Estate Planning, Cross-Border Planning
Jeff Lin
Partner, LightUp Financial LLC | Investment Strategist for Tech Professionals
Specialty: Tax Smart Investment Strategy, Retirement Planning
Iris Sui, EA
Partner, LightUp Financial LLC | Retirement Income & Tax Strategy Specialist
Specialty: Retirement Planning, Tax Planning
Michael Lee, JD
Partner, Rui Attorneys PLLC | Tax & Cross-Border Specialist
Specialty: Cross-Border Planning, Estate Planning, Legal Service
Xiaowei Li, JD
Partner, Rui Attorneys PLLC | Trust & Estate Planning Specialist
Specialty: Estate Planning, Legal Service
Carina Luo, CPA
Partner, LightUp Tax PLLC | Tax Strategist in Real Estate & Investment
Specialty: Tax Planning, Real Estate Investment
Sophia Yu, CPA
Partner, LightUp Tax PLLC | Tax Strategist in Hospitality & Small Business
Specialty: Tax Planning
Cindy Wang
Partner, BQ Realty | Top Bay Area Real Estate Broker
Specialty: Real Estate Investment
Xueling Zhang, CFP
Partner, 99 Wealth Management Group | Tax, Trust & Wealth Planning Advisor
Specialty: Cross-Border Planning, Investment Strategy, Estate Planning