Estimated Net Worth
- $69 K - $210 K
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (01/24/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Thinking Cap Strategies LLC | Monrovia, California | Managing Partner | 2/2024 |
2 | Asian American Senior Citizens Service Center | Santa Ana, California | Consultant | 2/2024 |
3 | Assessment Appeals Board, County of Los Angeles | Los Angeles, California | Assessment Appeals Board Member | 2/2024 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Thinking Cap Strategies LLC | LLC income/distributi on/draw | $56,300 | |
2 | Asian American Senior Citizens Service Center | Salary | $100,703 | |
3 | IRA | |||
3.1 | State Street Target Retirement 2045 Fund - Class K (SSDEX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Thinking Cap Strategies LLC | Monrovia, California | My single-member LLC business will be inactive during my appointment; outstanding client fees will be fixed before I enter government service. | 2/2024 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Thinking Cap Strategies LLC | Monrovia, California | Services as Managing Partner |
2 | Asian American Senior Citizens Service Center | Santa Ana, California | Advise the nonprofit executive leadership on strategic planning, community/public engagement, and stakeholder relations; review or draft planning documents, proposals, contracts, and internal procedures; conduct research. |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brokerage Account | |||
1.1 | Fidelity 500 Index Fund (FXAIX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Cash account | $1,001 - $15,000 | None (or less than $201) | |
2 | U.S. bank acct #1 | $50,001 - $100,000 | None (or less than $201) | |
3 | U.S. bank acct #2 | $15,001 - $50,000 | None (or less than $201) | |
4 | U.S. bank acct #3 | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | U.S. Department of Education/Nelnet | $100,001 - $250,000 | 2014 | Income-Driven Repayment |
2 | U.S. Department of Education/Aidvantage | $50,001 - $100,000 | 2013 | Income-Driven Repayment |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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