San Cheong

Investment Adviser Representative at Avantax Wealth Management℠
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Contact Information
us****@****om
(386) 825-5501
Location
Lake Forest, California, United States, US
Languages
  • Mandarin Chinese Limited working proficiency

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Bio

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Credentials

  • Investment Advisor/Representative
    California Department of Financial Protection and Innovation
    Jun, 2019
    - Nov, 2024
  • Security Salesperson (Registered Representative)
    FINRA
    Dec, 2018
    - Nov, 2024
  • Real Estate Broker
    California Department of Real Estate
    Mar, 2004
    - Nov, 2024
  • CPA
    California Board of Accountancy
    Aug, 2014
    - Nov, 2024
  • Resident Insurance Producer
    California Department of Insurance
    Dec, 2019
    - Nov, 2024
  • Enrolled Agent
    Internal Revenue Service
    May, 2014
    - Nov, 2024
  • QuickBooks Online Certified ProAdvisor
    Intuit QuickBooks
    Jan, 2014
    - Nov, 2024

Experience

Education

  • California State University-Los Angeles
    Bachelor of Science - BS, Accounting
    1992 - 1997

Community

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