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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
SPECIALIZED AREAS Financial Planning, Asset Allocation, and Investment Consulting; Individual and Business Taxation; S Corporations; Contracting and Manufacturing; PUC Reporting and Public Service Companies. |
LAUREN M. SMITH, CPA, PFS
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.|
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