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...
Donna LeBlanc
Executive Assistant, Client Relationship Coordinator and Director of First Impressions
Kayla Murad
Administrative Assistant
Isabella Murad
Administrative Assistant