Our business is based on integrity and trust. We don't cut corners or fudge the books. We offer fast, friendly, and honest advice, and we've stood the test of time on these principles. We excel in assisting companies that are "like-minded". We are Certified Public Accountants and Certified Financial Planners and our 40 years of combined practical business experience is an asset to our clients. Please check out our website at cypresscpas.com.
We enjoy helping clients achieve their goals through simple honest work and seek to find team members who share these views. Clients trust us to work on their behalf as their advisor. This means having integrity, honesty, and strong work ethic. We are in a service industry, where excellence will win over clients every time.
He is very thorough and presents you with options to choose from.
We like to schedule a face-to-face meeting in our office to discuss prospective clients' needs, wants, and desires, and to assess whether or not our qualifications are best for the client.
Graduate of U.C.L.A. in Economics with Business Concentration
Prior Experience with KPMG - Emerging Business Advisory Services
Certified Financial Planner