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Rocky C.
CPA
Rocky C. is an experienced Tax CPA with a background in working with ultra high net worth individuals, complex entities, and high profile deals.
He holds a Master's in Taxation, a Bachelor's in Accounting, and a BA in Japanese Language from The University of Texas at Austin.
Rocky C. has extensive experience in investment and financial planning.
His previous roles include Tax Manager at SingerLewak LLP, BPM LLP, and Thielen & Associates, Inc.
He has also served as the Tax & Investment Director at Baidu Family Office within Baidu, Inc., as well as in executive positions at Merrill Lynch and Morgan Stanley.
Rocky C.'s early career involved roles as a Senior Tax Specialist at KPMG and a Tax Associate at PwC.
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Location
San Francisco Bay Area
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