About
Education-led, team-supported. A small group committed to making financial concepts easier to understand in English and Chinese.
Our approach
ExpenseProfit is built around education first. Anne works with licensed team members to help individuals and families better understand financial concepts, ask better questions, and explore whether a strategy may fit their situation.
Financial Educator / Cash Flow Strategist
Anne Shaw came to the U.S. from Hong Kong in 1990 and has years of experience in business, finance, mortgage lending, Medicare-related services, and client relations. A USC graduate with additional graduate studies at the University of La Verne, she focuses on financial education, cash flow planning, and long-term retirement concepts. Fluent in English, Mandarin, and Cantonese.
Community Leader / Financial Educator
Sharon King came to the U.S. from Taiwan over 50 years ago and has dedicated much of her life to business, community leadership, and helping others. With experience in financial services, Medicare, and community leadership, she helps families better understand financial planning and long-term financial concepts.
Financial Educator / JD
Steven Shaw immigrated from Taiwan at age seven and has years of experience in business, finance, insurance, real estate, and client relations. He holds a degree in Management Information Systems from Oregon State University and completed his Juris Doctor at Glendale University College of Law. Fluent in English and Mandarin.
ExpenseProfit is education-first. When appropriate, licensed team members can help guide the proper professional conversation.
