Beacon Trust
Charlotte Wei Lan MBA, CPA is an experienced tax professional currently serving as a Senior Tax Planner at Beacon Trust since July 2018, having previously held the position of Tax Analyst within the same organization. Prior experience includes roles as a Tax Accountant at Steinberg Shebairo LLP and as a Corporate Staff Accountant at Officemate International Corporation. Charlotte also has experience as a Staff Accountant at Tehfah James Ho CPA and as a Graduate Assistant at Monmouth University. Early career experience includes positions at GUANGYANG Sugar Industry Limited as a Junior Analyst and Trader, as well as a Junior Analyst Intern. Charlotte holds a Post Master Certificate in Accounting and an MBA with a focus on Finance from Monmouth University, and a Bachelor of International Business from Nanfang Translators College of SISU.
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Beacon Trust
Based in Morristown, New Jersey, Beacon Trust is a full service wealth management firm with approximately $4 billion in assets under administration and decades of proven success, superior solutions and exceptional client service. We focus on helping you attain, preserve and expand your assets through customized wealth management planning — always with your best interests first, that’s our fiduciary duty. Gaining insight into your lifestyle goals, business affairs and legacy intentions requires an approach to proactive communication that involves more than just phone calls and emails. Driven by your goals, our portfolio managers and wealth advisors strive to make every interaction productive, personal and meaningful. Beacon Trust provides a comprehensive suite of financial services designed for flexibility, including Investment Management, Sophisticated Financial Planning, Tax Advisory and Preparation, Trust and Estate Fiduciary, and Private Banking.