Jochen Faas, CFP®, EA, M.S.F.E
Certified Financial Planner ™, Master of Science in Finance and Economics, IRS Enrolled Agent
Jochen Faas, CFP®, M.S.F.E, EA, is a CERTIFIED FINANCIAL PLANNER™ professional, and a Partner at Masterlife Financial Group, 萬富理財.
Mr. Faas represents many well-respected companies in the financial services industry, which allows him the flexibility to provide unbiased advice and help recommend products that best suit each individuals needs and concerns. Mr. Faas continues to keep up-to-date in the industry by attending professional conferences.
Jochen's CFP® designation requires him to adhere to the CFP® Board Code of Ethics and Professional Responsibility and to the Financial Planning Practice Standards.
Jochen is also an IRS Enrolled Agent (EA), Tax Expert, a federally licensed tax practitioner.
In addition, Mr. Faas is a member of the Million Dollar Round Table (MDRT), an independent, international association of the life insurance industry's most successful underwriters.
He is also a qualifying member of the 2015 Court of the Table®, and a qualifying member of the 2016 Top of the Table®.
Jochen received his financial planning education at Pepperdine University.
Jochen’s prior management experience in the software industry helps him with the most technical aspects of the financial planning industry.