Grad Spotlight - How Sophie Stands Out Among the Crowd

Sophie T.K. Tse successfully achieved her DFA-Tax Services Specialist designation from Knowledge Bureau in 2012. We are pleased to have Sophie as one of our distinguished grads.

How the DFA-Tax Services Specialist Designation Program Has Been Valuable:

"In an ever-changing financial environment, our distinct knowledge in taxes as Distinguished Financial Advisors puts us in a special place among the crowd. It gives us credibility, but more importantly it deepens our belief in the value that we represent to our clients in their Financial Planning."

Career Highlights:

• Manager of A&O Financial Concepts Inc., specializing in Wealth Management
• Life licensed for life insurance services
• Director of Better Tomorrow Filipino Health Foundation
• French teacher in Specialized Youth community

Future Knowledge Bureau Events:

Sophie will be joining the Knowledge Bureau for her second consecutive Distinguish Advisor Conference. The 2014 DAC will be in beautiful Horseshoe Bay, Texas.