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Specialties
Our firm provides finance, insurance, tax and investment solutions to individuals, families and small businesses.
Our primary focus is on helping entrepreneurs manage the daily, weekly, monthly tasks that are essential to keeping their businesses going. We take care of these important details so that business owners can focus on what they do best — running the business.
Our firm has managed to achieve this difficult balance. On the one hand, we’re large enough to have a carefully chosen staff of experts who can handle not only the everyday needs of most of our clients but also the very specialized requirements of our clients. On the other hand, we’re small enough that you’ll feel at home each time you call or visit.
Meet the Manager
Raul P.
Manager
Raul is an experienced finance and audit professional with over 30 years of local and international experience in accounting, payroll, treasury, audit and tax. He is also experienced in systems implementation. He is a licensed certified public accountant in the Philippines. He holds a Master’s Degree in International Business and Bachelor of Science in Commerce, Major in Accounting. He is also a licensed insurance professional in California and Nevada. He is also a registered tax return preparer. He is also an investment advisor. He previously held senior positions in private and public companies as Chief Finance Officer, Corporate Treasurer and Controller. He was previously a Senior Manager at a member firm of PricewaterhouseCoopers, Audit Supervisor at KPMG and Senior Auditor at a member firm of Ernst & Young.