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
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.
Shirley Zhang, CPA & LLM
• Certified Public Accountant (CPA)
• Master of Laws (LL.M.)
• VBOA- Virginia Board of Accountancy
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
