Evelyn Tai

I received Master of Taxation from University of Houston.

I am a Certified Public Accountant (CPA), Certified Life Underwriter(CLU®), Chartered Financial Consultant (ChFC®) and Registered Investment Advisor (RIA). For the past 30 years, I specialize in helping business owners and high networth individuals and their families with their unique financial needs. I provide holistic solutions by integrating Investment, Insurance and Taxes strategy to help client with estate conservation, retirement planning, college funding, insurance protection, employee benefit, and other personal or business financial needs. Due to the continuous trust and support of my clients, I have received numerous industry awards for my performance, including being "Top of the table" and Lifetime member for “Million Dollar Round Table (MDRT)” and New York Life “Chairman Cabinet Award’, “Superstar Champion” and “Agent of the Year” Award for South Florida Office. Also attached please find my Bio or click on the link www.evelyntai.com for more details