OUR VALUES
Roundleaf was founded in 2006. We are a boutique firm committed to our customers’ success with progress towards financial freedom.
Our team of professionals works closely with you to create and empower financial stability. Eliminate debt, build credit scores, personal budgeting, qualify for better financing, or reach financial goals faster. Here at Roundleaf, we help you learn about your options to help you make informed decisions. Roundleaf is accredited by the Better Business Bureau with an A+ rating.
Partnership
Client/Team collaboration
Education
innovation & awareness
Performance
efficiency, effectiveness, & execution
Integrity
Representing our capabilities honestly
Daruma
Overcoming hardships & achieving goals
OUR LEADERSHIP TEAM
We understand how stressful it is to find the answers you need the most.
Together we will create a strategy to help you achieve your most important financial goal and get rid of your financial stress!
Richard Hua
CEO & Founder
Sean Akari
VP & Gen Counsel
Jessica Zhang
Accountant
Jordyn McDougal
Marketing Communications
Sharon Trinh
Customer Experience Manager
OUR REFOCUS RESOURCES
Michael Hua
Certified Public Accountant & Wealth Planner
Peter Mu
Certified Financial Planner
Our Customers Frequently Ask…
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What credentials do you have?
We have licensed attorneys, certified financial planners, certified public tax accountant, and trained meditators. -
What is your client success rate?
We have a 96% retention rate -
What makes Roundleaf Different?
At Roundleaf, we thrive in obliterating your financial stress by handing over your financial controls back to you. Our personal finance program strives to integrate the latest industry standards. We proactively work with you to reset your debt as quickly as possible and provide you the answers you seek. Shake our hands and enjoy a debt-free life!
