Calvin Tseng
About Calvin Tseng
Calvin Tseng is a Registered Associate at Signature Estate & Investment Advisors, LLC, where he has worked since 2019. He holds both the Enrolled Agent and Certified Financial Planner designations and has studied at the University of California, Santa Barbara, and Pasadena City College.
Work at Signature Estate & Investment Advisors
Calvin Tseng has been employed at Signature Estate & Investment Advisors, LLC as a Registered Associate since 2019. In this role, he contributes to the firm's financial planning and investment advisory services. His responsibilities include assisting clients with their financial goals and providing support to the advisory team.
Education and Expertise
Calvin Tseng studied at the University of California, Santa Barbara from 2016 to 2018, where he furthered his education in finance. Prior to that, he attended Pasadena City College, earning an Associate's degree from 2014 to 2016. He holds both the Enrolled Agent (EA) designation and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, demonstrating his expertise in financial planning and tax-related matters.
Background
Calvin Tseng's educational journey began at Pasadena City College, where he completed his Associate's degree from 2014 to 2016. He then transferred to the University of California, Santa Barbara, studying there for two years until 2018. His academic background laid the foundation for his career in financial services.
Professional Designations
Calvin Tseng holds the Enrolled Agent (EA) designation, which allows him to represent taxpayers before the IRS. Additionally, he is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a designation that signifies his proficiency in financial planning and adherence to professional standards in the field.