Certifications/Memberships

• CPA
• PFS
• California Real Estate License
• American Institute of Certified Public Accountants
• QuickBooks® ProAdvisor

Education

• San Diego State University’s Charles W. Lamden School of Accountancy
• Bachelor’s Degree in Accounting with Honors

Experience

Joseph, alongside Brandon, founded our firm in 2022. An experienced CPA, Joseph has worked in the accounting field for over 13 years advising both Business and Individual clients. Specializing in tax compliance and planning, trust analysis, estate and gift tax planning, and investment partnerships. He has advanced expertise in working with high-net-worth individuals, businesses in the construction, entertainment, medical, law, not-for-profit, service, manufacturing, mortgage banking, and distribution industries.