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Asian-American/Pacific Islander Knowledge Circle Kick Off Meeting

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Includes a Live Event on 04/29/2021 at 1:00 PM (MDT)

AAPI Knowledge Circle kick off meeting.  An open discussion to learn about what is most important to the AAPI community, which will help inform future meetings.  We are looking forward to meeting and hearing from you!

John Eing, CPA, CFP®

Partner and Financial Advisor

Abacus Wealth Partners

John Eing is a partner and financial advisor at Abacus Wealth Partners.  As a financial advisor, John is passionate about helping his clients gain peace of mind by listening deeply to his clients, and creating sound financial strategies so that they can do what they love most.  He also serves on the firm’s mergers and acquisitions team and investment committee.  Prior to joining Abacus, John was a Controller in Wells Fargo’s Wholesale Banking group.  He holds an MBA from the Anderson School of Management at UCLA, a BA in Economics from UC Berkeley, is a Certified Public Accountant, and a CERTIFIED FINANCIAL PLANNER™. 

In his free time, John and his wife, Andrea, enjoy spending time with their two children Nathan (8) and Mia (4).  In his free, free time John is an avid fan of the Los Angeles Lakers.

Michelle Wong, FPQP® (she/her/hers)

Founder, Management

Nifty Advisor Support

Michelle is the Founder of Nifty Advisor Support providing virtual paraplanning, client servicing, and marketing solutions for Registered Investment Advisors. Before starting Nifty, Michelle studied financial economics and led various non-profits, associations, and businesses to develop local and international digital campaigns, events, and growth strategies. Crowned the ultimate jill-of-all-trades, Michelle's expansive creative and technical background has served dozens of financial advisors and non-advisors over the past ten years. In her spare time, she mentors for Girls With Impact, spends way too much time fixing her twenty-year old hippie van, and is convinced that her dogs are too comfortable on Zoom calls.

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Asian-American/Pacific Islander Knowledge Circle Kick Off Meeting
04/29/2021 at 1:00 PM (MDT)   |  60 minutes
04/29/2021 at 1:00 PM (MDT)   |  60 minutes Asian-American/Pacific Islander Knowledge Circle Kick Off MeetingAAPI Knowledge Circle kick off meeting. An open discussion to learn about what is most important to the AAPI community, which will help inform future meetings. We are looking forward to meeting and hearing from you!
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available