Anh Le, CPA, CGMA, EA, RFC, MBA

Investment and Tax Advisor, Owner

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: 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

Anh has been in business for almost 25 years after graduating from Southern Illinois University Edwardsville in June 1993. His passion in helping people struggle in tax and financial problems has been a leading factor in his success in expanding his tax, accounting, and wealth management firm in Illinois, Missouri, and beyond.  He is deeply involved in community service.  He has been Board Member of Metro East Regional Chamber of Commerce since 2013.  He was a two term Treasurer of this Chamber.  He is a member of Rotary Club of Fairview Heights and served Treasury for two terms and was recognized as Paul Harris Fellow of Rotary International for his contribution to the humanity of this organization. He was recognized as Business of the Year 2017 in Southern Illinois from St Louis Business Weekly. He recently published a book about tax problem issue and how to solve them titled, “Cracking The Secrets of TAX ANXIETY DISORDER, A Complete Guide to Tackle Your Tax Problems”.  His book is currently selling by Amazon.