*Industry experience is in a wide range of industries including manufacturing, technology, real estate, retail, architecture and engineering, construction, leisure and nonprofit.

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More Business Info

Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Extra Phones

Fax: 626-432-1687

Services/Products
We are CPAs and fee-only (no commissions) Registered Investment Advisors. Our services include the following: Tax Planning & Preparation Accounting/Bookkeeping Business Consulting Wealth Management Investment Management Financial Planning (including retirement planning) Estate Planning Education Planning Charitable Planning Other Info: Dimension Funds Advisors (DFA) Taxable Accounts (Individual, Joint, Trust, Custodial) IRA's (Traditional, Roth, SEP, SIMPLE) Schwab Instiutional
Payment method
check
Neighborhood
Far East Pasadena
Accreditation

American Institute of Certified Public Accountants (AICPA)

California Society of CPAs

National Association of Personal Financial Advisors (NAPFA)

Other Emails

Categories
Financial Planning Consultants, Accountants-Certified Public, Accounting Services, Financial Services, Investment Advisory Service, Investment Management
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