William L

LAUREN M. SMITH, CPA, PFS

EDUCATION

Cum Laude Graduate of University of Idaho, 1977, Bachelor of Science Degree in Business, Accounting Major

CREDENTIALS

Licensed as a CPA in Hawaii in 1985; Personal Financial Specialist (PFS) 2000; Registered Investment Advisor (RIA)

EXPERIENCE

Manager and CPA, PFS, William L. Wong CPA & Associates, Inc. since 1985; Vice President, Investment Dynamics Consulting Group, LLC; Chief Financial Officer, Hawaii Employee Leasing Professionals LLC; Vice President, WLW Development Methods Inc; Budget and Accounting Officer, Manager of Administrative Services, Legislative Affairs Agency with State of Alaska; Accountant with John L. Lucas, CPA.

SPECIALIZED AREAS

Financial Planning, Asset Allocation, and Investment Consulting; Individual and Business Taxation; S Corporations; Contracting and Manufacturing; PUC Reporting and Public Service Companies.