How I can help you

I work with existing business owners through comprehensive and customized financial planning process on their cash management, asset protection and risk management as well as investment portfolio, retirement plans set up under business entity and income tax management. By this strategic planning process, I can help clients successfully transfer business sweat equities and assets to their personal wealth and keep the most $$ in their pockets as legit as it can be.

Areas of Expertise

  • Buying or Selling a Business
  • Other
  • Strategy & Planning
  • Tax Planning

Industry Experience

  • Finance & Insurance

Mandy Min Woo, CFP, M.S.T.

Communication Methods

  • Email
  • In Person
  • Phone
  • Video