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- Partner

Certified Public Accountant (CPA)
• Member of the AICPA
• Member of the MACPA
 
• Bachelor of Business Administration
• Specializing in: consulting services includes developing accounting systems and implementing business strategies, complex tax planning, ensuring compliance with regulatory requirements relating to presentation and reporting of accounting data. Rick also has experience in the implementation of control systems and training individuals in accounting-related roles, as well as providing other tax and financial related services.


Contact Information

Phone: 301-315-2341
Fax: 888-502-3934
 

 

 

 

 

 

 

 

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.