Bio
Credentials
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Personal Financial Specialist
AICPASep, 2013- Apr, 2026 -
Certified Public Accountant
California Board of AccountancyJun, 2008- Apr, 2026
Experience
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Self Employed
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Sep 2013 - Present
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Berson Financial Group, Inc.
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Encino, CA
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CPA
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Jan 2012 - Sep 2013
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Encino, CA
Berson Financial Group, Inc. provides business management and wealth management services to clients in the entertainment industry. The firm also provides tax preparation, tax planning, financial planning, estate planning, and accounting services to high net worth individuals and small businesses.
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AKT LLP, CPAs and Business Consultants
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Escondido, CA
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Manager, Tax
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Jul 2008 - Dec 2011
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Escondido, CA
AKT LLP provides tax compliance and planning, accounting, financial statement assurance, financial planning, and management consulting services to small businesses and high net worth individuals.
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Christy White Accountancy Corp.
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San Diego, CA
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Senior Accountant
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Jun 2006 - Jun 2008
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San Diego, CA
Performed audit assurance services for school districts and other governmental entities throughout California.
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Education
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2003 - 2006University of California, Santa Barbara
Business Economics, Emphasis in Accounting
Suggested Services
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Industry Focus. “Accounting and Auditing”
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References
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