Meet the Founder

We can Zoom, text, or chat. We can meet up for coffee. You decide what works for you. You’re in charge.

Heather Wu, MTax, AFC®

Accredited Financial Counselor®

Association for Financial Counseling and Planning Education®

Certificate in Financial Planning, 04/20-03/21

Bryant University and Brett Danko Educational Center

Master of Science in Taxation, 01/15-04/16

Cumulative GPA: 3.67. Golden Gate University, San Francisco, CA

Bachelor of Arts in International Relations: World Economics, 08/04-06/06

Cumulative GPA: 3.97, with Honors. University of California, Davis, CA

CTEC Registered Tax Preparer A252870, 11/12-present

MyMoneyPlan™, Berkeley, CA 01/20-08/23

•Founded 501(c)(3) nonprofit to promote financial planning for young adults: www.mymoneyplan.org

•Partnered with the AARP Tax-Aide program, preparing income taxes one day a week, 01/23-04/23.

•Teamed up with Literacy for Every Adult Program, teaching two evenings a week, 06/22-12/22.

•Wrote 196 pages of financial literacy case studies and personal finance book reviews, 02/17-10/19

Heather Markert, MS Taxation, 05/16-12/19

•Founded tax planning and financial counseling site TheMoneySpot™.

•Provided weekly tax analysis and geo-economics research for a hedge fund.

KPMG, Walnut Creek, CA 01/16-04/16

•Completed an MS in Taxation practicum course, participating in a tax practice group.

H&R Block, El Cerrito, CA 11/12-04/13

•Contracted to perform federal income tax research and preparation.

Academic and Tax Honors

•Investments & Wealth Institute CIMA Scholarship Award, 04/20

•Braden School of Taxation Student Merit Award Scholarship, Golden Gate University, 07/15

•Outstanding Prior Client Service Experience Award, H&R Block, 03/13

•Award for Speech on Health Care Tax Planning, Oakland Chamber of Commerce, 03/13

•Citation for Outstanding Performance, UC Davis, 06/05

•First Year Scholar Award, UC Davis, 12/04