Bio
Credentials
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Certified College Planning Specialist (CCPS) (Inactive)
National Institute of Certified College Planners (NICCP) -
Certified Public Accountant (CPA) (Retired)
State of California -
Life and Health Insurance License (Inactive)
State of California -
Securities Licenses - Series 6 and 63 (Not Registered/Inactive)
FINRA
Experience
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Certified Public Accountant - Retired
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Feb 2022 - Present
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Certified Public Accountant, President/CEO
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1998 - Jul 2022
Featuring “Essential Services for Today’s Economy” concentrating on the following areas.TAX PREPARATION SERVICES:Preparation of Federal, State, and Local Tax Returns for Individuals, Corporations, Partnerships, LLC’s, Trusts and Estates. We concentrate on Trusts, Estates strategies and tax pr...
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Certified College Planning Specialist, Founder/CEO
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May 2008 - Dec 2017
Our tag line is "Making College Affordable for all Families." offering comprehensive and time proven methods for High School Students to get into the right college. We work with your family to make the resources available to pay for College. From very affordable self-guided programs to ...
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Public Accounting Firms
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Laguna Niguel, CA - Newport Beach, CA
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Staff Accountant
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Oct 1995 - Sep 1997
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Laguna Niguel, CA - Newport Beach, CA
Performed Audits. Wide variety of Accounting Auditing, Tax and Consulting, Some SEC experience.
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International Innkeepers, Inc.
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Monarch Beach, CA
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Chief Financial Officer, Corporate Secretary/Treasurer
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Mar 1995 - Dec 1995
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Monarch Beach, CA
Directed the accounting and business functions of a Hotel Management Company. Operating several properties, Holiday Inns, Raddissons and Quality Inns located across the USA as far as Washington, DC to Phoenix, AZ. Guided one property through a Chapter 11 reorganization plan. Improved Internal A...
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R.E. Frohlking, Inc.
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Orange County, California Area
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Consultant
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Mar 1993 - Feb 1995
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Orange County, California Area
Consultant and Advisory Services. Devised and implementedFinancial, Marketing and Production Systems.
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Controller
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Aug 1980 - Feb 1993
Directed Property Accounting and was responsible for all Business Functions. Sales Volumes ranged from $15 to $25 M Annually Employee size to 600. Managed a Staff of up to 18, including up to 2 Assistant Controllers, Credit Manager and Night Audit Manager in a 24 Hr per Day Accounting Operation...
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Education
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1968 - 1975College of Charleston
Suggested Services
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Industry Focus. “Accounting and Auditing”
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References
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