Advisor Details

Advisor Details

Financial Advisor in South Pasadena, California with 28 Year(s) of Experience

Professional Designations

Certified Public Accountant (CPA)

Personal Bio

Spending three years in marketing following graduation from California Polytechnic University, Pomona with a B.S. in Business Administration, I then returned to school to complete my major in accounting. Beginning in 1987 I began working for PricewaterhouseCoopers (Coopers & Lybrand legacy) where I began working in the tax practice. At the end of my five years with PricewaterhouseCoopers I was exclusively working on transactional tax planning for corporate clients. I left there to begin a career in corporate American as a Controller at a division of a publicly traded health care manufacturing company. After two years, I formed a partnership with a fellow PWC colleague to create HWI Corporation. HWI provides tax and accounting services to both entrepreneurial businesses as well individuals in need of personal tax compliance, audit representation, and tax planning.

Personal Introductory Video

Firm Name

HWI Corporation

Firm Bio

HWI Corporation was formed in 1994 by two former PWC tax experts. Over the years the firm developed a specialty which is providing accounting and tax services to small businesses and their principals. The typical business client can range from inception to roughly $30 million in annual sales. The firm also provides tax preparation, audit representation and tax planning to numerous clients throughout the world.

Firm License #


Research this Firm: Please visit this Firm's respective State Board of Accountancy website for additional information.


Firm Logo



University of Southern California
Duration: 1990 - 1993
California State Polytechnic University, Pomona
BS Business Administration
Duration: 1982 - 1984


Certified Public Accountant

Advisor License #


Research this Advisor: Please visit this Advisor's respective State Board of Accountancy website for additional information.


Methods of Compensation

Hourly Fee, Fixed Fee, Retainer Fee


Preferred Client Type

Membership Associations

California Society of CPAs


Movies, Reading, History, Musical Instruments

Language Spoken


Volunteer Experience

Have served on civic and school boards and committees.


Grew, with the help of my partners, HWI Corporation from the ground up into a successful, self-sustaining enterprise

Publications Featured In



None at present.


1499 Huntington Dr. #200
South Pasadena, California 91030

(626) 403-9911

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