William L

WILLIAM L. WONG

EDUCATION

Mr. Wong graduated from the University of Hawaii with a degree in Finance with emphasis in Business Economics and attended the UH Graduate School of Business. He completed the American Institute of Certified Public Accountant’s National Tax Education Program at the University of Illinois and the National Association of Certified Valuation Analysts’ Program on Business Valuation and Litigation Support in New Orleans. He has also completed the AICPA’s rigid examination requirements in becoming a Personal Financial Specialist and financial planner.

EXPERIENCE

Mr. Wong has held positions as a Credit and Financial Analyst with Central Pacific Bank, an Accountant at Ernst and Ernst (Ernst & Young), a Business Manager at Hilo Medical Group, and a Lecturer at the University of Hawaii at Hilo, West Hawaii Campus. He has been a CPA since 1974, and is also a Personal Financial Specialist (PFS), Registered Investment Advisor (RIA), business valuation analyst, real estate developer and Certifying Acceptance Agent (CAA).

SPECIALIZED AREAS William L. Wong, CPA, PFS, was honored and named the National winner of the U. S. Small Business Administration’s Accountant Advocate of the Year for 1999. He has served as the Taxation Chair of the Governor’s Task Force on Regulatory Relief and as a member of the Taxation Working Group of the Economic Revitalization Task Force for the State of Hawaii. His strong advocacy for the small business sector in Hawaii has led to exposing and effecting changes to relieve regulatory burdens on small businesses. He has carried his message about small businesses to County, State, and National audiences.

He is currently President of William L. Wong CPA & Associates, Inc., President of WLW Development Methods, Inc., President of Hawaii Employee Leasing Professionals LLC, President of Human Resources Administration of Hawaii, Inc., and Managing Member of Investment Dynamics Consulting Group LLC.