Alan Chu
Founder, CEO, and CFO
Professional Overview
Alan Chu is an accomplished financial services professional with over 20 years of experience leading innovative organizations in the real estate, tax planning, and lending sectors. As the Founder, CEO, and CFO of Diamond Head Tax Group, he oversees all strategic and operational aspects of the firm, driving its growth and diversification into complementary financial services offerings. Alan also serves as the President of Innovative Financial Group Inc. and CF Home Loans, leveraging his extensive industry knowledge and expertise to guide these organizations' continued success.
Experience Summary
Current Roles
Founder, CEO, and CFO, Diamond Head Tax Group (2011 - Present)
- Oversees all strategic and operational aspects of the firm, including tax planning, wealth management, and financial advisory services
- Expanded the company's service offerings and client base, driving consistent year-over-year revenue growth
- Cultivated a high-performing team of financial professionals and led the organization's digital transformation initiatives
President, Innovative Financial Group Inc. (2011 - Present)
- Provides visionary leadership and strategic direction to the financial planning and investment management firm
- Spearheaded the development of innovative financial products and services tailored to the firm's diverse client base
- Fostered a culture of collaboration and continuous improvement, resulting in enhanced client satisfaction and retention
President, CF Home Loans (2017 - Present)
- Directs the overall operations and strategic positioning of the mortgage lending company
- Implemented data-driven decision-making processes to improve operational efficiency and profitability
- Strengthened the firm's relationships with real estate professionals and other strategic partners
Previous Experience
Certified Mortgage Planning Specialist, Transglobal Lending (2016 - 2018)
- Provided comprehensive mortgage planning services to clients, helping them achieve their homeownership goals
- Collaborated with financial advisors and real estate professionals to deliver integrated financial solutions
- Earned the Certified Mortgage Planning Specialist designation, demonstrating expertise in mortgage and financial planning
Vice President, Pearl & Coral Ltd. (2000 - 2013)
- Oversaw the company's financial operations, including accounting, budgeting, and cash flow management
- Played a key role in the firm's expansion into new markets and the development of innovative financial products
- Recognized for streamlining processes and implementing cost-saving measures that enhanced profitability
Academic Background
Alan holds a Bachelor of Science in Finance from the University of Hawaii, where he graduated with honors. He is also a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP), demonstrating his commitment to continuous learning and professional development.
Areas of Expertise
- Financial planning and wealth management
- Tax planning and compliance
- Mortgage origination and lending
- Strategic business development
- Financial operations and process optimization
- Team leadership and talent management
Professional Impact
- Spearheaded the launch of several successful financial services startups, driving sustainable growth and profitability
- Recognized as an industry thought leader, frequently speaking at conferences and contributing to industry publications
- Committed to giving back to the community, serving on the board of directors for a local non-profit organization focused on financial literacy education
Conclusion
With his exceptional track record of entrepreneurial success, financial acumen, and industry leadership, Alan Chu is poised to continue driving innovation and growth within the financial services sector. His unwavering dedication to delivering exceptional client experiences and fostering a collaborative, high-performing team makes him a valuable asset to any organization.
