Our Team

Meet the dedicated professionals behind our success—your partners in navigating the complexities of your financial journey.

Welcome to AGIO Accountancy Corporation, where each member of our team is dedicated to supporting the unique financial needs of business owners like yourself. Our professionals are experts in navigating the intricate financial landscapes that come with owning a business. We understand that no two businesses are alike, which is why we pride ourselves on delivering customized, strategic solutions tailored to the specific challenges and opportunities you face. Meet our team of skilled accountants and advisors who are committed not to a one-size-fits-all approach but to crafting a personalized path to financial success for each client.

Meet The Team

Jay Chung, CPA

Managing Partner

WHAT WE'RE THINKING
Insights
Valuable insights that empower your decision-making,
Case Studies
Inspiring examples of financial tailored solutions.
Media Mentions
Recognizing our expertise and client success.
Stay ahead in a rapidly changing world

Our monthly insights for strategic business perspectives.

FINANCIAL
Investment planning
Tailored investment strategies to help clients grow their wealth.
Retirement planning
Comprehensive plans designed to secure a comfortable future.
Education planning
Guidance on saving and investing for educational expenses.
WEALTH
Portfolio management
Active management to optimize returns while managing risk.
Asset allocation
Maximize growth potential via asset diversification.
Risk management
Managing financial risks with insurance and other measures.
TAX
Tax planning
Optimize tax through services like deductions and strategies.
Estate planning
Effective estate planning for taxes and wealth transfer.
Wealth preservation
Preserve wealth for future while reducing taxes.
FEATURED
Adapting to
the digital era
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