Founder & CEO
Annette brings over 30 years of cumulative accounting, tax, financial planning & investing experience & holds two of the top three financial designations: CPA & CFP®.
Annette began working full time in accounting in 1987, at age 18, while attending college at night. She knew then that accounting & finance were her career goals. Her aptitude for accounting was so strong that the college she was attending at the time paid her to tutor students in her own class. Annette went on to obtain her Bachelor Degree in Business Administration with a concentration in Accounting from California State University Fullerton. CSUF ranks 7th for the best accounting programs in all California Universities both public & private and CSUF ranks 9th in the United States for best business schools by Money magazine.
Annette, originally from Erie, Pennsylvania, relocated to Orange County, California in 1992, driving cross country alone. Annette worked her way up in the corporate accounting & finance world reaching a senior accountant level, all while attending college at night. In 1998 she graduated college & immediately started her own accounting & tax consulting business, going on to obtain her CPA license in 2005, adding a CFP® license in 2008 & a Registered Investment Advisory Firm license in 2012. Throughout her career she has worked with hundreds of clients giving her a broad range of experience in designing customized financial, tax, investment & retirement plans.
Annette has a passion for financial planning & investments, focusing on forming long term relationships with her clients. She works directly with high net worth clients to fully understand their unique financial lives in-depth, tailoring financial advice to each client in order to fit their needs, everything from financial & retirement planning to tax planning, investing & legacy planning. She is passionate about helping clients to reach their financial goals & educating them along the way. Annette's touchstone approach is to guide clients through every aspect of their financial lives. Annette must complete 170 hours of continuing education every two years, obtaining highly relevant & updated investment, tax & financial planning education.
Annette is a third generation Italian/American. Her grandparents, on both sides, emigrated to the United States from Pennapiedimonte, a small village in the Abruzzo region & from Sicily. She enjoys spending time with her daughter & husband, watching movies, reading, hiking & traveling.
Business Development & Marketing Manager
Brian is the firm's marketing, client outreach and business development manager. Brian's experience in the financial world started in government at the Pennsylvania State Treasury. Brian studied Business Administration and Sociology at Penn State University and Harrisburg Community College. Brian is currently attending California State University Fullerton's Extension program earning a Certificate in Digital Marketing.
Client Services & Financial Paraplanner Qualified Professional™
Nichole is the firm's support staff, assisting in financial plans, administrative and client services. Nichole completed the Foundations in Financial Planning Certificate from the College for Financial Planning and is a licensed Financial Paraplanner Qualified Professional™.
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