Prudence Zhu
Phoenix, Arizona,United States
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Prudence Zhu is a highly qualified and experienced financial professional dedicated to guiding individuals, families, and business owners towards achieving their financial and life goals. With a robust background as a CPA (Certified Public Accountant) and PFS (Personal Financial Specialist), she offers comprehensive financial planning, tax strategies, and wealth management services. Her expertise is further enhanced by her CBVS (Certified Business Valuation Specialist) credential, enabling her to provide insightful business valuation services. Uniquely, Prudence is also a RLP® (Registered Life Planner®), a designation that underscores her commitment to integrating a client's deepest personal values and life aspirations into their financial plan. This holistic approach ensures that financial strategies are not just numbers-driven, but are truly aligned with what matters most to her clients, fostering financial well-being and life satisfaction.
Professional Summary
Prudence Zhu's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Notable Achievements
Founder & Principal at Integer Wealth Advisors Group, LLC
Established and leads Integer Wealth Advisors Group, a firm focused on providing holistic financial planning, investment management, and business advisory services with a client-centric approach.
Registered Life Planner® (RLP®)
Achieved the RLP® designation from the Kinder Institute of Life Planning, demonstrating expertise in a client-centered financial planning process that focuses on helping clients discover and articulate their most essential life goals before formulating financial strategies.
Certified Business Valuation Specialist (CBVS)
Earned the CBVS credential, signifying specialized knowledge and skills in performing business valuations for various purposes such as mergers and acquisitions, estate planning, and litigation support.
CPA/PFS (Certified Public Accountant/Personal Financial Specialist)
Holds the dual CPA and PFS credentials, indicating a broad and deep expertise in accounting, tax planning, retirement planning, estate planning, risk management, and investments, all governed by strict ethical standards.
NAPFA-Registered Financial Advisor
Recognized as a member of the National Association of Personal Financial Advisors (NAPFA), committing to a fee-only compensation model and a fiduciary standard of care for clients.
Educational Background
Master of Business Administration (MBA), Finance and Business Analytics
University of Notre Dame - Mendoza College of Business - Year 2012
Master of Science - MS, Innovation and Venture Development
Arizona State University - Year 2021
Bachelor's degree, International Relations, English Literature 外交学和英语语言学 双学士学位
Beijing Foreign Studies University
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Company Overview
Enso FinancialEnso Financial, acquired by CME Group in 2017, was a leading provider of data analytics and portfolio finance solutions for hedge funds and asset managers. Their platform offered insights into counterparty risk, collateral management, and treasury functions, enabling clients to optimize trading strategies and improve operational efficiency. Post-acquisition, its services were integrated into CME Group's offerings.
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