Zunie Nguyen, CPA/PFS

Zunie Nguyen, CPA/PFS

Zunie Nguyen, CPA/PFS

Founder at Yogi CPA | Columbia | CPA.com Innovative Practitioner of the Year 2021

Founder of Yogi CPA 🪷 a fully remote Tax & CFO Consulting Firm with a mission for financial mindfulness. ✨ As a CPA for 10 years+, I have navigated through different roles in audit, consulting, tax and investment advisory.

LinkedIn Website

Experience

Yogi CPAFounder & CEO

2020 — Now

2020 — Now

Orange, California, United States

Our Mission is Financial Mindfulness. Fully Remote Consulting Firm with a three-part approach to financial independence: Tax Strategy | Entrepreneurship | Building Wealth

CPA.comAdvisory Board Member (Digital CPA Conference)

2022 — 2026

2022 — 2026

New York, United States

RampAdvisory Board Member (Accounting Partnerships)

2024 — 2025

2024 — 2025

New York, United States

Caerus Investment Advisors, LLCBusiness Development and Investment Advisor

2019 — 2020

2019 — 2020

San Francisco Bay Area

Family office providing holistic wealth management and tax strategies for high net-worth individuals.

DeloitteSenior Consultant

2017 — 2019

2017 — 2019

San Francisco Bay Area

Projects: Finance Transformation, Technical Accounting and Accounting Software Implementation

Advisory clients: Life Sciences & Healthcare companies in the Mid-West and West Coast

Education

Columbia University

Master of Arts - MA

Texas McCombs School of Business

Master in Professional Accounting

The University of Texas at Austin

Bachelor of Science (BS)

Texas McCombs School of Business

Bachelor of Business Administration (BBA)

ESCP Business School

BBA Study Abroad Program

Prague University of Economics and Business

MPA Study Abroad Program