Holly Wong Agbayani, Partner
Holly is a tax partner and has been with the firm since 1987. Holly specializes in tax and estate planning for high net worth individuals, stock option planning, charitable remainder trust planning and compliance, and estate/fiduciary taxation.

Holly received her Bachelor of Science in Commerce with an emphasis in Accounting from Santa Clara University.

Holly is past President of the Financial Planning Forum. Holly is currently on the Board of Directors of the Foothill-DeAnza Foundation and is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.


 
     
   
 
 
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