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Team

At Jack B. Murad, CPA, MBT Financial Services, we serve our clients as a team, working together to provide you with guidance to help you pursue your financial goals through evaluation of your current situation, goals, and tax-smart planning.  Jack’s background in tax and wealth management, allows us to take a comprehensive approach, considering tax advantaged solutions in all areas of planning.  We partner with our clients to manage the 8 Wealth Management Issues® we find most of our clients experience at some time in their lives:

  • Investment Management
  • Cash Flow & Debt Management
  • Family Risk Management
  • Retirement Planning
  • Education Planning
  • Legacy Planning
  • Business Planning
  • Special Situations Planning

We look forward to getting to know you, we invite you to review our short bios below so you can get to know us better as you make the important decision to work with us.

 
Jack started his career in 1987 as an auditor with Ernst & Whinney (later to become Ernst & Young) in their Los Angeles, CA office. After working in the audit department for six months, Jack quickly realized that his passion was in...

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Donna LeBlanc

Executive Assistant, Client Relationship Coordinator and Director of First Impressions

Donna is our Client Relations Coordinator and Director of First Impressions. Her dedication to assuring EVERY client receives white-glove service makes Donna an invaluable member of our team. She joined the firm in 2009 and her...

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Kayla Murad

Administrative Assistant

Kayla assists with special client communication projects. She joined the firm in 2007 and is currently in the 11th grade. She enjoys rock climbing, reading, watching Netflix, hanging out with friends, the beach, music, going to...

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Isabella Murad

Administrative Assistant

Isabella assists with special client communication projects. She joined the firm in 2009 and is currently in the 8th grade. She enjoys playing volleyball, tennis, going to the beach, concerts and hanging out with her friends.

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