Choong Moo (CM) Yang, CPA

He is a certified public accountant with in-depth knowledge and specialties in U.S. tax areas which U.S. onshore/offshore investments and wealth management are subject to.

Before starting his own practice, he worked with a major wealth management company in South Korea as an international tax & investment advisor for its private bankers and high net worth & ultra-high net worth clients. In the company, he extended his specialties to global investment by taking roles as an global ETF analyst and a ETF model portfolio manager.

In the earlier years of his career with public accounting firms in the United States, He also performed a broad spectrum of tax, accounting, and financial projects for individual and business clients in various industries.

  • Certified Public Accountant [CA 89533]
  • IRS Registered Tax Return Preparer
  • FINRA Investment Advisor Pre-Qualified [Series 65]
  • Senior Manager [Tax & Investment Advisory], Samsung Securities, 2012-2017
  • M.S. in Public Policy & Management, The Heinz School, Carnegie Mellon University