About Us
Meet your instructor
Winnie LiuĀ
CPA, CFAĀ®
Winnie is a seasoned Investment Advisor dedicated to empowering her clients towards financial independence. As an avid investor, she understands the importance of being tax efficient at asset allocation and disposition. She has spent years working at the powerhouses of Arthur Andersen, Morgan Stanley, and Goldman Sachs.
Winnie holds esteemed credentials including being a CPA and a CFAĀ® charterholder. She graduated with both her bachelorā€™s degree and MBA degree from the prestigious Wharton School of Business at the University of Pennsylvania. Winnie is licensed with Series 7 (General Securities Representative), 66 (Uniform Combined State Law), and 63 (Uniform Securities Agent State Law) securities registrations. She also holds a California real estate license and a Life & Health Insurance license, further enhancing her ability to provide comprehensive financial guidance to her clients.
Why a course in Personal Finance?
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Financial literacy remains an overlooked subject in schools, often not taught in classes. Even in my own experience attending business school, personal finance management was absent from the curriculum. In a reality where government and employer support may not suffice, it becomes imperative for hardworking individuals to equip themselves with fundamental financial knowledge. My mission is to empower you with the tools to secure your own financial future, including saving for retirement.
