Vivienne Schleu

Cpa-company Owner @Alpina Tax & Accounting Services

Pompano Beach, FL, US
MOBILE NUMBERS
+15•••••••04

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WORK HISTORY

Jan 1988 — Present

Cpa-company Owner @Alpina Tax & Accounting Services

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Boca Raton, FL, US

Tax Planning, Consulting and Preparation

SKILLS

Wealth ManagementInvestment AdvisoryPlanningRetirementStrategic Financial PlanningAsset AllocationMutual Funds401kLong Term Care401k RolloversWealthAsset ManagementSeries 7AssetSeries 63Small BusinessMoneyInvestmentsHedge FundsIrasEmployee BenefitsPortfolio ManagementLife InsuranceFinanceSeries 6AnnuitiesInsuranceSeries 24Fixed AnnuitiesBudgetingSecuritiesAlternative InvestmentsEstate PlanningAccountingHigh Net Worth IndividualsVariable AnnuitiesRetirement PlanningFinraTerm Life InsuranceFinancial Services

ABOUT VIVIENNE SCHLEU

As the owner of my own CPA firm, my expertise in tax planning and wealth management has…

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