Su Zhou, CPA, EA

Su Zhou, CPA*, EA is a Financial Representative with Forest Hills Financial Group (FHFG) with over a decade of experience working with family offices and high-net-worth clients across asset management, public accounting, and financial advisory environments. Throughout her career, Su has developed a deep appreciation for the importance of clarity, structure, and a long-term perspective when building and protecting wealth. She is passionate about fostering meaningful, long-term relationships and serving as a trusted resource to her clients. Su believes clients deserve guidance that is not only technically sound, but also thoughtful, personalized, and genuinely aligned with their best interests.

Su holds a Bachelor of Science degree in Accounting from Fordham University and a Master of Science degree in Business Analytics from the University of Rochester. Early in her career, she gained extensive experience with Big Four accounting firms and leading asset management companies, with a focus on investment advisory and tax optimization. In 2024, Su founded Pine Stone Partners, a boutique advisory firm serving high-net-worth individuals, family offices, nonprofits, and small businesses. This experience provided Su with a unique perspective on the complex financial challenges her clients face, from tax planning and business strategy to navigating significant financial decisions. As an associate with FHFG, Su is able to combine her technical expertise and entrepreneurial experience with a client-first philosophy and the resources of an established and respected firm.

Su’s commitment to both her profession and community extends beyond her work. She is an active member of the Great Neck Rotary Club and enjoys giving back to the community she calls home. Outside of work, Su enjoys hiking, taking spinning classes at Equinox, and binge-watching investigative true-crime documentaries. Su resides in Great Neck, NY with her husband, Raymond, and their three young children.

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Forest Hills Financial Group is not an affiliate or subsidiary of Guardian. 9093789.1 Exp. 8/28.

Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.

*Not practicing as a CPA for Guardian or its subsidiaries or affiliates.