Wendy Dai
Associate Wealth Advisor
Wendy started as an internal auditor at a mid-size semiconductor company in San Jose. She joined Andersen Tax in 2019 and specialized in taxation for venture capital and high-net-worth individuals. Before her current position, Wendy worked at Empirical Wealth Management, focusing on tax planning, strategy, and compliance for high-net-worth individuals, families, and their businesses. With her extensive background in finance, tax, and risk management, Wendy is dedicated to helping clients implement tax strategies that complement their overall financial plan.
Wendy graduated from the University of San Francisco with an M.S. in Financial Analysis.
She was born and raised in Changchun, China. In her spare time, Wendy enjoys yoga, cooking, hiking, traveling, and exploring restaurants and museums.
