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

We will do our best to match you with this mentor (depending upon their schedule) or another similarly experienced mentor.

Request this mentor

Meeting Preference: Email, In Person, Phone, Video

Languages: English, Mandarin

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

  • Management & Operations
  • Strategy Development
  • Tax Planning

Industry Experience

  • Accounting & Tax Services
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CONNECT
1415 S. Main St., PO BOX 2446
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Santa Ana, CA 92707
(714) 550-7369

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