STORY

A small, hard-working consulting firm based in the Silicon Valley/Bay Area. We hit the ground running with our direct approach to helping our clients reach success.

We have the expertise and entrepreneurial spirit to help turn your financial goals into reality. The firm is comprised of innovative professionals who have various experiences and backgrounds in entrepreneurial endeavors. We believe that by combining a powerful mix of people, insights, industry expertise and access, we can enable clients to capitalize on opportunities.  We also realize that customer service is key, so our goal  is to go beyond the norm.

Robert has extensive experience working in the the high tech world of Silicon Valley/Bay area; having worked in a wide variety of highly competitive industries, cutting-edge markets, and fast paced environments.  He has a Masters Degree from Columbia University in the City of New York in addition to his many financial designations.  He is a licensed CPA which is currently active.  In the early days he worked in public accounting in Chicago, and has Fortune 500 experience having worked in St. Louis, Los Angeles, and the Bay area.  Robert thrives on challenges... he has traveled the world, from Iceland to Antarctica, and has climbed Mount Kilimanjaro.  "What's your challenge?  Let us help you with a solution for success."

The CGMA designation is a globally recognised professional designation that underscores the financial and non-financial skills  and experience that CPAs bring to critical business decision-making and strategic management.  It distinguishes CPAs who work in corporations of all sizes, nonprofits and government, helping to drive strong performance and sustainable business success.

Certififed Public Accountants (CPAs) cover a large breath of areas including: Corporate Finance (Merger & Acquisition, initial public offerings, share & debt issuings);Corporate Governance; Estate Planning; Financial Accounting; Financial Analysis; Financial Planning; Forensic Accounting; Income Tax; Information Technology; Management Consulting and Performance Management; Tax Preparation and Planning; Venture Capital; and of course, Financial reporting.

The CRPC program is developed with a focus on client-centered problem solving. Applicants gain in-depth knowledge of individuals' needs both before and after retirement. The study program to become a CRPC covers the entire retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, income taxes, retirement cash flow, asset management, estate planning and more.