Holly Liu

Holly is an Accounting Manager at Paulsen, Megaard & Co., PS specializing in accounting, auditing and consulting to not-for-profit, health care organizations, ERISA plans as well as general accounting, auditing and tax services to small businesses and individuals. She has been a financial advisor since 2006. Holly works with PCFS, LLC to provide her clients quality financial planning and wealth care services. 

Designations:     

• Certified Public Accountant, Washington

Licenses:    

• FINRA Series 7 & 66
• Life, disability, and long term care insurance - Washington

Investment Adviser Representative
Holly is licensed to offer securities in California, Ohio and Washington

Education: 

• University of Washington, Seattle, Bachelor of Administration in Accounting
• Employee Benefit Plan audit certificate digital badge