OC Coastal Finance
Financial Planning Services
Over 30 Years of Experience
Our Services
1
Financial Planning
Financial Planning with a focus on retirement income planning, college education planning, cash flow and budget planning, family office planning, small business, risk management, tax planning and insurance evaluation.
2
Tax Planning and Support
Review of tax returns. Federal and State Income tax planning. Representation with tax audits and appeals. Tax projections at year end.
Experience
Education
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B.S. Accounting
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M.S. Accounting
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M.S. Taxation
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M.B.A.
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Certifications
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Certified Public Accountant (CPA)
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Certified Financial Planner (CFP)
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Corporate Background
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Former Vice President of Edison International and Southern California Edison
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Los Angeles, California (2006 - 2016)​
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Former Chief Tax Officer at Pinnacle West (APS)
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Phoenix, Arizona (1997 - 2006)​
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Get a Complimentary Consultation
Orange County, CA
(714) 887 4267