Jack Tsai

Overseeing the overall financial health of AIT, Jack began working with Andy in 2009 assisting with business consulting. As Andy’s business ventures grew over time, Jack became more involved in business analysis and planning as well as handling daily accounting, payroll, monthly reconciliations, tax projections and returns, and employee benefits and retirement planning.

With a BA in Business Economics with Accounting from UCLA, a CPA license, and a Masters of Taxation degree from Golden Gate University, Jack has worked as both a CPA and a financial advisor working with high net-worth individuals and specializing in complex businesses and trusts. Jack started his career with Lucas Horsfall Murphy & Pindroh LLP (LHMP). At the same time, he worked at LHMP Financial Services where he became a junior partner before launching Tsai Wealth Management in 2009.