Qualifications

  

Barry P. Cui, CFP®, EA - Principal

• Certified Financial Planner (CFP ®) since 2002
• IRS Enrolled Agent (EA) since 2004
• Series 7 and 63 securities licenses
• License of Life, Health and Variable Contracts in Virginia

• Master of Administration Management
• Graduate of Financial Planning Program
• Specializing in: comprehensive financial planning*, asset management*, wealth protection strategies, complex tax planning, retirement planning, IRS audit representation and negotiation, business development and international business consulting
 
Contact Information

Phone: 703-620-0977
Fax: 888-502-3934
Direct email to Mr. Cui:
barrycui@cuisfinancialgroup.com
 

 

 

 

 

 

*These services are offered by Barry Cui through his affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM. 

Rick Z. Tian, CPA, PA

 Certified Public Accountant (CPA)
• Member of the AICPA
• Member of the MACPA
 

Shirley Zhang, CPA & LLM

 Certified Public Accountant (CPA)
Master of Laws (LL.M.)
• VBOA- Virginia Board of Accountancy
• Master of Laws (LL.M.), International Commercial Law
   The University of Sheffield
• Bachelor of Laws (LL.B.), Law
   East China University of Political Science and Law
Specializing in: audit, tax, and consulting in compliance with regulatory requirements relating to public companies. 
 
Qin Lin, CPA
 Certified Public Accountant (CPA)
• VBOA- Virginia Board of Accountancy
 Certified Public Accountant (CPA) in China
 
Lily Liu
 Senior Tax Accountant
 
 

 

 

 

 

  

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck