Patrick has more than fifteen years of strategic experience in the financial, insurance and tax industry.
As a Licensed Financial Strategist & Retirement Specialist, he engages in Tax-Free Financial Planning serving the needs of American Families.
A Registered Tax Professional with the IRS, he pursued licensure in the Financial & Insurance field. Many of his clients belong to the Asian-American Communities where he came from. He made it his advocacy to be a financial educator to them as well as a resource specialist to the general public. This led him to establish the COFFEE Group, a non-profit organization, which stands for Creating Opportunities For Financial Education Empowerment. He carries a bachelor’s degree in General Education & Military Science from Asia’s premier defense institute and Certificate of Graduation in US Taxation. He has earned his designation as Certified Financial Education Professional as well as Certified College Plan Advisor. Annually, he gains Continuing Professional Education credits from various financial institutions to keep his clients updated on their taxes.
Serving the affluent families and high-net-worth business owners, he partnered with Redwood Tax Specialists (RTS) Group. RTS is a national elite team of professional experts composed of CPAs, Tax & ERISA Attorneys, Certified Financial Planners, Qualified Pension Administrators, Chartered Financial Consultants & Life Underwriters, Actuaries & Third-Party Administrators. Together, they provide an excellent way of significantly reducing taxes, building a retirement income for life and creating a legacy for the next generations.
Learn More: https://unifirstfinancialandtax.com/
Recent episodes from Mike Saunders, MBA (see all)
- Kim Magdalein w/Magdalein Financial -How Social Security Planners of America Helps Advisors Mitigate Taxes in Retirement for their clients - December 3, 2023
- Interview with Tim Tacl Co-Founder / Sr. Loan Officer at DNVR Lending - November 30, 2023
- Episode #53 – Charitable Giving – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf - November 29, 2023