Licenses
Certified Public Accountant
CERTIFIED FINANCIAL PLANNER™
Personal Financial Specialist (PFS™)
Registered Investment Advisor Firm
Investment Advisor Broker Check
Form ADV Part 2 Brochure
Memberships
The firm is a member of the AICPA, American Institute of Certified Public Accountants, the leading worldwide CPA organization, promoting ethical standards of CPAs while advocating for legislation and public interest groups.
The firm is also a member of CalCPA, the California State CPA Society, promoting the profession with integrity.
The firm is also a member of NAPFA, The National Association of Personal Financial Advisors, the leading fee only, fiduciary professional organization dedicated to promoting the fiduciary standard.
