I was born, raised and educated in Long Beach, California. My experience began with a large international accounting firm before I moved on to partnerships in smaller firms. I even spent over five years as the chief operating officer of an investment management firm. I know the issues and problems faced by individuals, small business, and large businesses.
I began my career with PriceWaterhouse Cooper (PWC) in their Orange County office. My clients included international corporations, govermental units, contractors, and not-for-profit organizations. My strength with financial statements and auditing was honed during my seven years at PWC.
I left PWC to join a local CPA firm as their accounting services partner. This is where I began to build my experience with income taxes for individuals, small businesses, partnerships, and fiduciaries. The firm experienced significant growth during my tenure with the firm.
I move from this experience to join a client as their chief operating officer. This firm was a registered financial advisor offering professional money management. I chose to pursue this avenue of experience to broaden my knowledge of the investment arena and the various investment philosophies and objectives.
I look forward to meeting with you. You can contact me for a “Free Consultation” by calling me to schedule an appointment.