I have been a licensed Certified Public Accountant since 1986 and a Registered Investment Advisor since 1998. I have a Bachelor's Degree in Business Accounting and a Masters Degree in Taxation. I graduated with honors from both schools. I have also obtained a Financial Planning Certification from Boston University. After working several years with Arthur Andersen & Co and several other CPA firms, I decided to start my own financial firm in 1989. My services include investment management, tax preparation and planning and financial planning. In order to offer my clients investment management they needed, I passed my series 7 and 63 licenses exams and obtained my Registered Investment Advisor license from the State of California in 1998. I also hold a Certificate of Financial Planning from the Boston University center for professional education