Team

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:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s the best approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

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.

Steve Williams

Owner, CFP®, EA

(562) 493-1533

(657) 256-1630

steve@williamstaxandfinancial.com

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...

Jobel Rentino

EA, Registered Representative

(562) 493-1533

(657) 256-1630

jobel@williamstaxandfinancial.com

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...

Kirk Hunter

Financial Services Associate

(562) 493-1533

(657) 256-1630

kirk@williamstaxandfinancial.com

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...

Julia To

EA, CPA, CFP®

562-493-1533

657-256-1630

julia@williamstaxandfinancial.com

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...