Brandon Clark, CPA

Financial Advisor at Toler Financial Group
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Contact Information
us****@****om
(386) 825-5501
Location
Washington, District of Columbia, United States, US
Languages
  • English Native or bilingual proficiency
  • Mandarin Chinese Limited working proficiency
Skills

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Bio

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Lawrence Rondon

Brandon Clark and Balanced Financial Solutions have taken the hassle and stress out of tax reporting for my business and has freed me to concentrate on growing my revenue. I hope I serve my clients as effectively as he does his clients.

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Credentials

  • Certified Government Financial Manager (Inactive)
    AGA
  • Certified Public Accountant
    Virginia and Washington, DC

Experience

  • Toler Financial Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Jul 2022 - Present

      I provide comprehensive fee-only financial planning and investment management services for individuals, business owners and families. I have a diverse clientele but I specialize in working with Financial Independence Retire Early (FIRE) enthusiasts, retirees, clients with stock compensation, business owners, and business owners exiting their business. My experience as a practicing coach makes me uniquely qualified to partner with clients through both the emotional and financial paths of life transitions. Show less

  • Reexamine Wealth
    • Financial Services
    • Leadership, Mindset, and Life Coach
      • Oct 2021 - Aug 2023

      I partner with people to gain control over their most precious resources: their mindset, time, and money. This allows my clients to live a life by their own design in connection with their purpose. I partner with people to gain control over their most precious resources: their mindset, time, and money. This allows my clients to live a life by their own design in connection with their purpose.

  • Balanced Financial Solutions, CPAs
    • United States
    • Accounting
    • 1 - 100 Employee
    • Owner and Principal Accountant
      • Jan 2016 - Oct 2021

      Our firm specializes in tax, accounting, and consulting services for small businesses and individuals. Services we provide include: tax planning and advice, tax return preparation, contracted CFO services, financial statement preparation, financial reporting, budget formulation, business formation consulting, and financial planning. Our firm specializes in tax, accounting, and consulting services for small businesses and individuals. Services we provide include: tax planning and advice, tax return preparation, contracted CFO services, financial statement preparation, financial reporting, budget formulation, business formation consulting, and financial planning.

  • John Wall and Associates
    • United States
    • Housing and Community Development
    • Accountant
      • Feb 2014 - Dec 2015
  • Cotton & Company LLP
    • United Kingdom
    • Supervisory Senior Auditor
      • Jul 2014 - Jan 2015

      Supervised teams of auditors in the performance of federal government financial audits and consulting engagements. Experience includes: A-123 internal control assessments, financial statement audits, and financial reporting consulting for Executive and Legislative Branch agencies.

    • Senior Auditor
      • 2010 - Jul 2014

  • PwC
    • Professional Services
    • 700 & Above Employee
    • Assurance Associate
      • 2007 - 2010

      Performed financial statement audits of publicly traded and private companies in the media, non-profit, and government contracting industries Performed financial statement audits of publicly traded and private companies in the media, non-profit, and government contracting industries

Education

  • Accomplishment Coaching
    Coach Training Program
    2022 - 2023
  • Howard University
    MBA
  • St. Mary's College of Maryland
    B.A., Economics and Sociology/Anthropology
  • Gonzaga College High School
  • Tots

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