Prudence Zhu, Cpa/Pfs, Cbvs

Prudence Zhu, Cpa/Pfs, Cbvs Email and Phone Number

Empowering YOU to Live a Life Without Regrets or Guilt - Start Today with a Solid Financial Plan Aligned to Your Values! šŸš€ @ Enso Financial
Prudence Zhu, Cpa/Pfs, Cbvs's Location
Phoenix, Arizona, United States, United States
Prudence Zhu, Cpa/Pfs, Cbvs's Contact Details

Prudence Zhu, Cpa/Pfs, Cbvs personal email

About Prudence Zhu, Cpa/Pfs, Cbvs

Did you or your love move to the US for a better life but feel a bit lost on how to make your dreams come true? 🌟I totally get it! Seven years ago, I was in the same boat—working a steady job, juggling a mortgage and family, and saving like a champ, yet feeling like something was missing. Fast forward to the end of 2021, and I finally hit my financial freedom goal and began exploring what truly lights me up! šŸŽ‰āœØNow, as a fiduciary, I’m on a mission to help awesome people like you unlock your financial freedom and live your passion! My fee-only financial life planning process is crafted just for you:1. Small Business Owners: We’ll enhance your business value while boosting your personal happiness!2. Foreign-born Professionals: Let’s supercharge your financial resources for a fulfilling life!3. People in Life Transitions: As your advocate, I’ll provide compassionate and unbiased support while you navigate life’s big changes—whether you're becoming a new parent, switching careers, relocating, going through a divorce, launching a business, gearing up for retirement, exiting a business, or coping with the passing of a spouse.4. Cross-Cultural Couples: Together, we’ll find that financial harmony and build those shared dreams!With my expertise in tax strategies, investment planning, and a sprinkle of educational flair, I’ll make your financial journey not just successful but downright enjoyable! Remember, wealth is about more than just money; it’s about making informed decisions, taking empowered actions, and leaving a meaningful mark on the world. šŸŒˆšŸŒThrough Enso Financial and Baoba USA, I'm here to help you live your best life today! Let’s connect and turn those dreams into reality! šŸš€ Schedule a Zoom call today: https://calendly.com/prudence-zhu/30minCan’t wait to chat!🫶

Prudence Zhu, Cpa/Pfs, Cbvs's Current Company Details
Enso Financial

Enso Financial

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Empowering YOU to Live a Life Without Regrets or Guilt - Start Today with a Solid Financial Plan Aligned to Your Values! šŸš€
Prudence Zhu, Cpa/Pfs, Cbvs Work Experience Details
  • Enso Financial
    Founder And Ceo
    Enso Financial May 2023 - Present
    Proud member of Garrett Planning Network and Fee-only NetworkWe are a fee-only financial life planning firm that helps immigrant families and small business owners reduce taxes, manage wealth, live happy, and leave a legacy.
  • Huub
    Advisor
    Huub Jun 2023 - Present
    HUUB was born out of CO+HOOTS, No. 4 coworking space in the nation by Inc. For over a decade, our team has been building entrepreneur ecosystems — providing training and support to nurture businesses from launch to growth.
  • Youtube
    Host Of "Invest With Prudence" & "小Pē§‘ę™®č“¢åÆŒč§„åˆ’ā€
    Youtube Aug 2022 - Present
    San Bruno, Ca, Us
    "Invest with Prudence" podcast and YouTube channel started in Aug 2022"小Pē§‘ę™®č“¢åÆŒč§„åˆ’" YouTube and Bilibili channels started in Nov 2022
  • Baoba Usa
    Founder And Ceo
    Baoba Usa Sep 2021 - Present
    Baoba USA is your go-to firm for financial coaching and comprehensive tax services—including tax review, filing, and planning. We are dedicated to offering transparent, fee-only expertise to professionals and entrepreneurs who are aiming for clarity and strategic guidance in their financial journeys. Start crafting the life you want with our specialized and integrated approach today!
  • Arizona State University
    Faculty Associate
    Arizona State University Aug 2022 - May 2023
    Tempe, Az, Us
    Taught the Financial Planning concentration for the B.A. Business degree
  • Storck
    Finance Manager
    Storck Sep 2019 - Mar 2023
    Berlin, De
  • Storck
    Senior Financial Analyst
    Storck Mar 2016 - Sep 2019
    Berlin, De
  • Enso Street
    Founder
    Enso Street May 2019 - Nov 2020
    Simply Rent
  • Rand Mcnally
    Senior Financial Analyst
    Rand Mcnally 2014 - 2016
    Chicago, Illinois, Us
    • Developed actionable analysis aligned with company strategy, ranging from sales and returns, product profitability, customer trends, vendor spend, SG&A variance, PDS, to FTE • Improved transparency and predictability through reports: daily cash report, 13-week cash forecast; consolidated, segment, quarterly, full-year, and 5-year P&L and forecast • Automated and streamlined accounting and financial reporting processes: reduced royalty accrual from 4 days to 1 and full set of financial statements from 2 hours to 20 minutes• Drove 2016 plan process: created templates; collected and validated inputs from sales team, purchase managers, and cost centers; compiled data; produced easy-to-use reports
  • Bmw Financial Services
    Strategy Intern
    Bmw Financial Services 2013 - 2013
    Columbus, Ohio, Us
    • Produced Q2 strategy report for C-level strategy workshop based on performance by interviewing division heads and identifying cross-sector collaboration opportunities • Conceived and executed the entire Intranet v2.0 project, including change management, vendor coordination, and system migration, successfully completing within time and budget • Established strategic initiatives by securing buy-in from multiple divisions and developing road map for cross-functional projects • Structured 2013 internal communication plan of projects and events with detailed budget• Led corporate identity compliance initiative and designed training presentation and materials
  • Zhongxin Lanmeng Investment Company Ltd.
    Project Manager
    Zhongxin Lanmeng Investment Company Ltd. Jan 2011 - Jun 2012
    Project Manager (Jan. 2011 – June 2012) • Negotiated permit and executed exploration of iron ore block with estimated 2B ton reserve • Built and maintained privileged relationships with governments, policy banks, and investors• Consulted on set-up of joint venture fishmeal factory with total investment of $10M, including strategic planning, financial modeling, risk analysis, procurement, and construction
  • Zhongxin Lanmeng Investment Company Ltd.
    Consultant
    Zhongxin Lanmeng Investment Company Ltd. Jan 2010 - Dec 2010
    • Led a team to develop new market and set up a new country office in Nouakchott, Mauritania• Presented business value of projects for corporate development and investment to investors and raised $5M launching investment capital• Co-authored 16 industry analyses and performed due diligence and business valuation in a new African market, with investment focus on energy, construction, and mining industries
  • Xinzhiguang Social Enterprise
    Strategy And Development Associate
    Xinzhiguang Social Enterprise Jun 2009 - Dec 2009
    • Launched strategic initiatives - international partnership and national expansion to Chengdu• Obtained 3-year grant and managed a training project of 500 female migrant workers, exceeding expected result and saving 25% of project budget• Launched social media campaign resulting in two millions followers and $467K donations
  • Personal China Helper
    Co-Founder
    Personal China Helper Jul 2007 - Feb 2008
    STRATEGY: established tour-guide, sourcing, translation, and online retail service; identified strategic partners and negotiated terms with hotels, car rental companies, OEMs, suppliers, and vendorsFINANCE: managed working capital, issued payments, and collected receivablesIT: built company website and online shop; managed customer acquisition through advertising, free online consulting, and search engine optimizationHR: recruited, trained, and managed 50 volunteers and part-time employees in five cities across ChinaOPERATION: designed itinerary and organized tour-guide and transportation for more than 400 visitors from 17 countries and regions to ChinaCRM: collected feedback for continuous improvement, maintained customer relationship, and developed retention program for sustainability
  • Ivc
    Sales Specialist
    Ivc 2007 - 2008
    Wielsbeke, Be
    • Presented the company on international expos in Shanghai and Hong Kong• Participated in sales contract negations of seven containers of flooring with distributors across China• Developed and supported distributor network in Greater China Region• Planned and executed marketing initiatives to help with new product launch
  • Blue Oak Capital (China)
    Junior Analyst Intern
    Blue Oak Capital (China) Jul 2007 - Dec 2007
    • Gathered, analyzed, and summarized data of Chinese economy for in-house macroeconomist• Prepared presentation and meeting material, co-presented on conferences, shadowed board meetings, and coordinated visits of UK colleagues and investors to China

Prudence Zhu, Cpa/Pfs, Cbvs Education Details

  • University Of Notre Dame - Mendoza College Of Business
    University Of Notre Dame - Mendoza College Of Business
    Finance And Business Analytics
  • Arizona State University
    Arizona State University
    Innovation And Venture Development
  • Beijing Foreign Studies University
    Beijing Foreign Studies University
    English Literature å¤–äŗ¤å­¦å’Œč‹±čÆ­čÆ­čØ€å­¦ 双学士学位

Frequently Asked Questions about Prudence Zhu, Cpa/Pfs, Cbvs

What company does Prudence Zhu, Cpa/Pfs, Cbvs work for?

Prudence Zhu, Cpa/Pfs, Cbvs works for Enso Financial

What is Prudence Zhu, Cpa/Pfs, Cbvs's role at the current company?

Prudence Zhu, Cpa/Pfs, Cbvs's current role is Empowering YOU to Live a Life Without Regrets or Guilt - Start Today with a Solid Financial Plan Aligned to Your Values! šŸš€.

What is Prudence Zhu, Cpa/Pfs, Cbvs's email address?

Prudence Zhu, Cpa/Pfs, Cbvs's email address is pr****@****ail.com

What schools did Prudence Zhu, Cpa/Pfs, Cbvs attend?

Prudence Zhu, Cpa/Pfs, Cbvs attended University Of Notre Dame - Mendoza College Of Business, Arizona State University, Beijing Foreign Studies University.

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