Anh Le, CPA, CGMA, EA, RFC, MBA
INVESTMENT AND TAX ADVISOR, FOUNDER
E-mail:
Investment Related Email:

 

 

 

Profession Designations

  • CPA, Certified Public Accountant
  • CGMA, Chartered Global Management Accountant
  • EA, Enrolled Agent before the IRS
  • RFC, Registered Financial Consultant

Security& Advisory Licenses (Series 7, 63, and 66 – IL, MO, TX, and FL)

Insurance Licenses (IL, MO, TX, and FL)

  • Health, Life/Variable, Long Term Care
  • Casualty, Property

Affiliations (Professional Member)

  • American Institute of Certified Public Accountants (CPA),
  • International Chartered Management Accounts (CGMA)
  • International Registered Financial Consultant (RFC)

Community Participation

I am an active member of Rotary Club of Fairview Heights Mid-Day, Metro East Regional Chamber of Commerce, O’Fallon-Shiloh Chamber of Commerce, Collinsville Chamber of Commerce, and Creve Coeur – Olivette Chamber of Commerce.Community involvement is always a big part of my voluntary services. I have served in several leadership positions of these civic, service, and education organizations.

Leadership Roles:

  • Belleville Area Special Education District
    • Chairman, Bi-lingual Advisory Committee, 1985-1987
  • Metro East Regional Chamber of Commerce:
    • Board of Directors: 2013-Present
    • Executive Board Member: Treasurer (Two terms: 2014-2015 and 2015-2016)
  • Rotary Club of Fairview Heights
    • Treasurer (Two terms: 2014-2015 and 2015-2016)

Awards and Recognitions:

  • Anh Le CPA 10 Year Anniversary Proclamation, City of Fairview Heights, IL, January 26, 2017
  • Business of the Year in Southern Illinois Award, St Louis Business Weekly, May 2017
  • Top Influencer in Southern Illinois Award, St Louis Business Weekly, December 2018
  • Paul Harris Fellow, Rotary Club International, 2016

Education:

  • MBA, Master of Business Administration (Finance, Accounting, and International Business), Southern Illinois University Edwardsville, June 1993
  • BSEE, Bachelor of Science in Electrical and Electronic Engineering, University of Illinois at Urbana-Champaign, December 1988

Book:

  • Cracking the Secrets of Tax Anxiety Disorder, A Complete Guide to Tackle Your Tax Problems-Published and Distributed by Amazon