4474 Cerritos Ave,
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Owner, CFP®, EA
Steve Williams started his career in tax and financial services in 1988. He is a Certified Financial Planner CFP and Enrolled Agent EA licensed to represent taxpayers before the IRS. Steve specializes in working with individuals and...
EA, Registered Representative
Jobel is an Enrolled Agent licensed to represent taxpayers before the IRS. Jobel specializes in advising clients in the areas of tax and financial/retirement planning. He is a graduate of California State University at Fullerton with a...
Financial Services Associate
Kirk joined the team back in May of 2013. He graduated in 2014 from California State University of Long Beach with a Bachelor of Arts in Communication Studies. Since graduating he has received his Series 6 & 63. Kirk is an avid sports...
EA, CPA, CFP®
Julia has been a Certified Public Accountant and Enrolled Agent for more than 20 years and has worked extensively in individual, corporate and partnership returns. She specializes in Business Advisory Services and takes pride in...