Zoe holds both a BSc International Business Management and a MSc Hospitality Management from the UK. Her diverse academic equips her with a well-rounded skill set that combines knowledge and customer service expertise. She began her career as an Executive Assistant and quickly transitioned into accounting with over 6 years of experience in both private and public accounting roles.
Zoe values the importance of trust and confidentiality when working with clients’ financial matters. She is dedicated to professional growth, striving to convey complex financial concepts clearly to help clients make informed decisions.
Outside of work, Zoe enjoys spending time on projects focused on personal development such as achieving set goals, practicing mindfulness, or adopting positive habits. She also enjoys reading and listening to podcasts to stay informed on various topics, especially financial strategies.
The Jetty
20351 Irvine Ave, Suite C6
Newport Beach, CA 92660
Phone: (949) 698-3738
Fax: (949) 449-8470
1526 Brookhollow Drive
Suite 85
Santa Ana, CA 92705
Phone: (949) 402-2430
Design/Hosting by Website Muscle