Renee T. Szu, MBA

President & Senior Analyst

Born and educated in Taiwan with a BA in Accounting and a minor in Computer Science, Renee completed her postgraduate studies at Cal. State University-Hayward with an MBA in Finance. She first worked with Marshall Berg, CPA in San Leandro, CA in 1979 before joining Western Pension Administration, a TPA firm in Oakland, CA in 1981 where she began her career in the pension industry. In 1991, she co-founded WESPAC Advisors, Inc., a registered investment advisory firm and WESPAC Plan Services, Inc., an administration and recordkeeping firm. In July of 2008, Focus Financial Partners, LLC (IPO in July of 2018 as FOCS) purchased both companies and they continue to operate as wholly-owned subsidiaries with Renee acting as president.