Credentials

Certified Public Accountant

Personal Financial Specialist (PFS)

Certified Financial Planner (CFP)

Enrolled Agent (EA)

United States Tax Court (USTCP) - I am admitted to Practice before the United States Tax Court.

Accredited Estate Planner (AEP) 

Professional Organizations

Better Business Bureau

California Society of CPAs

American Institute of CPAs

Financial Planning Association

National Association of Enrolled Agents

California Society of Enrolled Agents

Redwood City Chamber of Commerce

Notables

 Larry in a Radio Commercial