Telephone:
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+1 949-716-7050
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Website:
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Address:
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9870 Research Dr, Irvine, CA, 92618 |
Nearby public transportation stops & stations:
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1.9 miIrvine Transportation Center
2.3 miOCTA
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Categories:
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Today |
9:00 am – 5:00 pm
Closed now
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Local time (Irvine) | 00:37 Tuesday, 3 June 2025 |
Monday | 9:00 am – 5:00 pm |
Tuesday | 9:00 am – 5:00 pm |
Wednesday | 9:00 am – 5:00 pm |
Thursday | 9:00 am – 5:00 pm |
Friday | 9:00 am – 5:00 pm |
Saturday | – |
Sunday | – |
Specialties
My specialties include: Fee Only Investment Advisory & Portfolio Management, Financial Planning, Tax Planning & Complex Individual Tax Return Preparation. I am both a CPA, CFP® and a Registered Investment Advisory Firm. My focus is on holistic financial planning, tax planning, tax efficient and low cost investing. I provide technical advice/planning, I do not sell insurance or financial products.
As the government continues to redefine the tax code and as our economy continues to shift and evolve, it is imperative to keep up with recent changes in order to survive downturns and to better prosper during the good times. Also, failing to keep abreast of tax law could result in over payment of taxes.
What I enjoy most is helping clients to organize their financial life in order to make better investment choices and to keep their taxes in check by customizing the planning process to your own unique circumstances.
History
Established in 1998.
My business originally started in 1998. I am both a CPA firm and a Financial Planning/Investment Advisory firm. I have a strong corporate accounting background and have over 25 years of progressive accounting, tax, financial planning & investing experience.