Roy is a Certified Public Accountant specializing in Estate, Gift, and Trust taxation. He has worked with high net worth families and their closely held business entities providing tax services ranging from income tax compliance and planning, estate tax and wealth transfer planning, and various other tax consulting matters. Roy earned his undergraduate degree in Business at the De La Salle College of Saint Benilde and received his master’s degree in Tax at Golden Gate University. He is a member of the California Society of CPA, American Institute of Certified Public Accountants, and serves for the board of Women in Recovery Inc.
Outside of work, Roy enjoys watching sports, traveling, and supporting the local restaurants and cafes. He was previously part of a dragon boat crew and competed in Vancouver.