Financial Advisor in South Pasadena, California with 28 Year(s) of Experience
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
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 #
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Duration: 1990 - 1993
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
Movies, Reading, History, Musical Instruments
Volunteer ExperienceHave 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.