Terry Y. Luk and his network of business associates offer the brain power of a professional team to help clients. In addition to my actuarial mathematical quantitative ability, my broad knowledge in personal finances, and my 22+ years of work experiences in the insurance, investment, banking and taxation industries, clients can also benefit from the expertise of a professional team of associates, such as, attorneys, accountants, personal bankers and real estate professionals.
I am a Certified Financial Planner and Enrolled Agent.
The following are the highlights of my professional experiences in various areas of personal finances services:
- Income tax returns auditors at Liberty Tax Services in SF
- Financial radio talk-show guest speaker on AM 1400 in SF
- Investment and Insurance Consultant at Thornton/Target Global Wealth Management in Hong Kong
- VP, Financial Consultant at Charles Schwab West Portal Branch in SF
- Actuarial Analyst (精算分析師)and Risk Management Consultant in the Insurance Industry in the SF Bay Area
The following are some of the highlights of my financial education:
- Enrolled Agent Program – National Association of Tax Professionals, USA
- Certified Financial Planner Certificate -College of Financial Planning, USA
- B. Sc. in Actuarial Science (精算學) and Statistics – University of Toronto, Canada
I also enjoy volunteering in community services activities:
- Volunteer Financial Planner at the SF Bay Area Financial Planning Day – Certified Financial Planner Board of Standards, Inc.
- Volunteer tax preparer for low-income families in San Francisco – Chinese Christian Herald Crusades ( 基督教角聲報道團 稅務服務 )
- Financial radio talk-show guest speaker – AM 1400 igoldenlink.com in San Francisco Bay Area
- Volunteer financial advisor – WE Connect You to Money, Opportunity & Dreams program in CA
- Volunteer treasurer – Parents for Immersion Education at Hoover Middle School in SF
- Guest speaker at the College Student Career leadership Conference 2009 -City University of Hong Kong
