STEPHEN NINGGANG YAO
CPA, CFP, CLU, ChFC, CTRS
10333 Harwin Dr., Ste 365, Houston, TX 77036
Tel: 713-777-3332, Fax: 731-777-3931 Toll Free: 800-616-3364
Create and protect wealth for professionals and business owners.
Client profile: Net Wealth > 1 million, Portfolio size > 1/2 million
Taxation: Individual, Business, Non-profit Organization, Trust, Gift and
Financial Services: Retirement Saving, Education Funding, Estate Taxes
Planning and Insurance Planing
SUMMARY OF QUALIFICATIONS
More than 20 years in tax consulting services.
More than 15 years in insurances and financial services.
More than 5 years natural resources exploration in Tibet and other remote areas.
INTERESTS AND ACTIVITIES
Yellow River Chorus, Baritone.