My name is Wei Zhao.
I am an Associate of the Society of Actuaries (ASA) and an Enrolled Actuary licensed by the Joint Board of the Department of Treasury & Department of Labor. I am only one step away from becoming a Fellow of the Society of Actuaries (FSA). I am also a Fellow of Conference of Consulting Actuaries (FCA) and a Member of American Academy of Actuaries (MAAA).
Before starting my own company I had worked with the top actuarial companies in the country such as Kwasha Lipton, Watson Wyatt Worldwide, KPMG Peat Marwick LLC, and Chicago Consulting Actuaries.
I am known for my passion for creative design that tailors myclients’ needs and business projections. I am one of the very few Chinese speaking credentialed pension actuaries practicing in the fast growing small employer pension market in the US, especially in the San Francisco bay area and the Silicon Valley. I am working to position my company CAC as one of leading retirement plan service provider in California and in China.
Specialties: I draw upon my twenty years of experiences in retirement plan design, compliance, valuation and administration to support her clients’ business strategies. I have worked with many employers, ranging from fortune 500 companies to single participant sole proprietorship to governmental and non-profit or