Pon & Associates: 1996 to present.
American Express Tax & Business Services: 1992-1996. Senior Manager.
Coopers & Lybrand: 1989-1992. Tax Supervisor.
Arthur Young: 1987-1988, Tax Senior.
Arthur Andersen: 1986-1987, Tax Senior.
Pacific Bell: 1985, Associate Accounting Manager.
Internal Revenue Service,: 1984, Taxpayer Service Representative.
University of California, Berkeley. BS., Business Administration (Accounting & Finance).
Golden Gate University, MS, Taxation.
Certified Public Accountant (CPA) California.
Personal Financial Specialist (PFS)
Certified Financial Planner (CFP)
Enrolled Agent (EA)
United States Tax Court Practicioner (USTCP)
California Society of CPAs
American Institute of CPAs
Financial Planning Association
National Association of Enrolled Agents
California Society of Enrolled Agents
Redwood City Chamber of Commerce
Peninsula Estate Planning Council
Northern California Planned Giving Council
Better Business Bureau – Board of Directors.
Belmont Redwood Shores School District – Parcel Tax Oversight Committee.
Belmont Redwood Shores School District – Bond Oversight Committee.
Asian Pacific Fund – Advisory Committee.
Silicon Valley Community Foundation – Professional Advisor League.
Northern California Planned Giving Council – Board Member.
American Cancer Society – National Gift Planning Advisor Council
Co-Author – Giving: Philanthropy for Everyone (Quantum Press), 2002.
Co-Author: – Love, Money & Control: Reinventing Estate Planning (Quantum Press), 2004.
Distinguished Volunteer Fundraiser 2009 by the Silicon Valley Chapter of Association of Fundraising Professionals (AFP).
Quoted in San Francisco Chronicle, New York Times, San Jose Mercury News, New York Times, Consumer Reports, and Money Magazine.
Guest on Financial Fridays – 1230 AM KLAV.
Frequent speaker to financial and legal professionals and public on tax and financial planning topics.