It’s not about me, it’s about what I can do to obtain the best real estate loan program for YOU.
I strive to find my clients the BEST fit loan programs with the LOWEST interest rates in the State of California, Guaranteed. This is my commitment to YOU.
Extensive Finance, Tax, Banking, Mortgage, Real Estate Market Knowledge: California Registered CPA (Certified Public Accountants), American Institute of CPA Member, Cal CPA Member, California Registered Mortgage Loan Originator
As a seasoned CPA, I managed a full range of corporate finance matters including worldwide financial statements, financial operation, IPO filing, merger acquisition, divestitures, credit assessment and revenue recognition serving various size of clients, ranging from large multinational SEC registrants, start-ups to initial public offering clients in the technology, life science and banking industries. I also possess track record of expertise on strategic tax planning and filing for individuals and small businesses.
All of these experience develops my finance acumen, diligence, efficiency and integrity to assess my clients’ comprehensive finance and tax situation, choose the best loan options at the lowest rate from a full spectrum of loan products, translate my clients’ real life situations into an optimum investment and tax return decisions.
Proven Track Record of Negotiation, Execution, Banking Relationship, Dedication and Leadership: Former Silicon Valley High Tech Company Corporate Controller; Director of Corporate Finance; Director of Worldwide Financial Revenue; Big Four Accounting Firm Audit Manager; Top 3 Largest US Banks Client Portfolio Manager and Financial Analyst
As a senior finance leader with years of management experience leading team of CPAs and finance professionals, working closely with corporate and banking executives, general counsels and business leaders across functional teams, I perfected my knowledge and skills making strategic financial decisions, reviewing and negotiating financial terms for big corporate contracts and address key financial issues raised by board of directors.
All of these experience develops my abilities to negotiate and execute the best advice and third party supports for my clients’ mortgage and purchase contract decisions, provide them a unique competitive edge to get the most favorable loan programs with fastest turn times in the industry.
CPA & Mortgage Loan Originator
NMLS#: 1607655 GMCC NMLS#: 254895
Phone: 408-476-9188 Email:
Mortgage Service with Financial & Tax Expertise