Team Members

Founder & CEO

Annette, is the foundation of the firm. She designs and actively manages portfolios, prepares financial plans and tax returns. She brings over 30 years of cumulative accounting, tax, investment and financial planning experience. She graduated from California State University Fullerton in 1998 with a Bachelor's degree in Accounting after working her way up in the accounting profession during the day, employed in various public and private companies at a senior accountant level, while completing her degree at night. After graduating from college, she started her consulting business, going on to obtain her CPA license in 2005 and her CFP®  license in 2008. From there she went on to register as an investment firm in 2012.  She enjoys working with clients, helping them to construct quality financial and tax plans leading to a successful retirement. Annette is deeply interested in promoting financial literacy for kids.