I have been a Certified Public Accountant since 1982 and a CERTIFIED FINANCIAL PLANNER® since 1990. I am an active member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants. I have a Master of Business Administration in Taxation from Golden Gate University and a Bachelor of Arts in Business Economics from the University of Californ
ia Santa Barbara. I started my public accounting career in 1979 with KPMG in Los Angeles and continued working there until 1983. Thereafter, I have worked for a wide range of companies in both the public accounting and private industry sectors including: ARCO, Levi Strauss, American Express, Tektronix, GenCorp, ETrade, Telestream, and Deloitte and Touche. I started my own practice in September 2007, where I concentrate on business consulting and tax compliance. Because I have such a broad background, I consider myself a generalist; serving a wide range of clientele. I work with large business tax and accounting compliance issues, closely held businesses, startup companies, high net worth individuals, nonprofit organizations, and estate and trust administration. My CPA industry experience is in manufacturing, real estate, high technology, and consulting and service. I have vast experience in SOX compliance, sales and use tax, property tax, income tax, state tax and international tax compliance and planning issues, including FAS 109 and FIN 48. I am an active member of the Loomis community where I am a member of the Loomis Chamber of Commerce, have been a board member of the Penryn School Board and the Del Oro Jr Golden Eagles Football Association. Opinions and comments expressed by Social Media Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. GWN Securities will not accept purchase or sale orders via Social Media platforms or its messaging systems. Please follow this link for a complete version of GWN Securities Social Media Policy: https://gwnsecurities.com/socialmedia
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
