MYCPE ONE
Lawrence Pon CPA/PFS, CFP, EA

Lawrence Pon CPA/PFS, CFP, EA

  • Lawrence Pon, CPA/PFS, CFP, EA, USTCP, and AEP, has been a trusted tax and financial planning expert since 1986. Based in Redwood Shores, CA, he helps clients achieve their goals through smart, comprehensive tax and financial strategies.
  • A UC Berkeley grad with an MS in Taxation from Golden Gate University, Lawrence is a frequent speaker for tax pros and advisors nationwide. His passion lies in blending technical expertise with personal guidance for lasting financial success.
Follow Now

20+

Years of Experience

4.7/5

Average Rating

85%

Avg. Completion Rate

30+

Number of Courses

Knowledge You Need, From Experts You Trust

Gain valuable knowledge from top experts through interactive webinars, self-paced courses, and exclusive resources.
Reviews and Ratings

Discover ratings and feedback from learners who have gained valuable insights.

out of 5

1038 ratings

Excellent

Very Good

Average

Poor

NJ

Niyati Jani, Consultant
5 rating rating rating rating rating

Thank you!

CM

Christine Mallette, Owner
5 rating rating rating rating rating

Material was well presented with excellent examples to illustrate the discussion at hand.

AW

Ann Wentworth, Enrolled Agent & CEO
4 rating rating rating rating

Good speakers, relevant topics, beneficial to my job. Easy on the budget!

MB

Meghan Bunting, Owner
5 rating rating rating rating rating

Timely! Nice concise overview. Thank you!

KL

Kathleen Lehman, Manager
4 rating rating rating rating

Very good webinar. I was interested for personal reasons. The information provided was helpful, but did not answer all questions and concerns. Additional information with an experienced advisor would be required for one to make appropriate decisions based on their circumstances. That said, the tax aspects were presented and explained.

GE

Gordon Eeten, Owner
3 rating rating rating

I thought the presentation was a bit boring. He spent 20 minutes on the Build Back Better Act which was never passed by congress.

PY

Penny Young, Business Consultant
3 rating rating rating

I am very disappointed as this webinar was not live but clearly prerecorded as the instructor kept referring to January 2022 and the build back better act waiting to be passed. Much of the material is still relevant and was very good but not current

LK

LORI KOCH, Owner
5 rating rating rating rating rating

The instructor was very informative and shared the information enthusiastically. I enjoyed the webinar very much and will sign up for this instructors webinars again.

SD

Shweta Dhulekar, Manager
4 rating rating rating rating

The trainer is quite good & explaining very good. we understand the concept. His book is very nice covered all topics

PS

Pete Schindele, Owner
5 rating rating rating rating rating

Really enjoyed the presentation. Very helpful on RSUs.

MW

Melinda Watts, Assistant Manager
4 rating rating rating rating

my CPE was a great refresher and is a great training aid for newbies.

RS

RON SANTINI, Advisor
4 rating rating rating rating

Well done and current info

img

Lawrence Pon CPA/PFS, CFP, EA

Pon & Associates

4.7
Believe in your hustle and the results will follow!
Connect On LinkedIn Follow Now

Connect with Lawrence Pon CPA/PFS, CFP, EA