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 helping people save taxes, not auditing, so he transferred to their tax department.
In 1990, Jack decided to pursue his dream and open his own Wealth Management & Tax Services Firm. Identifying and serving his client's best interests is the driving force of his practice and the cornerstone of each Wealth Management relationship.Jack has been affiliated with Cetera Wealth Services for investment services and Cetera Investment Advisers for advisory services, where he also is a mentor and trainer for other advisors at the company.
His commitment to continuing education and training far beyond industry standards, coupled with an extensive platform of best-in-class services, provides the solutions to the key issues impacting clients’ financial futures and has built an esteemed client base that seeks his advice and guidance for all their financial concerns.
Jack graduated from California State University, Northridge with a Bachelor of Science in Business Administration (Option: Accounting Theory & Practice) degree in 1987. He also went on to earn his Master’s of Business Taxation degree from the University of Southern California. Jack is a Certified Public Accountant. He has obtained his series 7, 63, and 66, securities licenses as well as his general and variable Life Insurance licenses. He is also an Investment Advisor Representative.
Jack is a California native. He resides in Agoura Hills, CA with his wife Anna and their two daughters. He enjoys hiking, tennis, traveling & classic rock.
Education
- Bachelor of Business Administration, California State University, Northridge
- Bachelor of Science, California State University, Northridge
- Master of Business Taxation, University of Southern California
Designations
- CPA - Certified Public Accountant
Affiliations
- California Society of CPAs
- San Fernando Valley CPA Discussion Group
- American Institute of Certified Public Accountants
Licenses
Securities
- Exams: 63, 66, 7
- States: AZ, CA, DC, FL, GA, IL, IN, KY, MA, MN, MO, NE, OK, OR, RI, TN, TX, WI
Insurance
- License: Health, Life & VA
- States: CA, FL, IL, TN
Advisory
- License: Investment Advisor Representative
- States: AK, AZ, CA, DC, FL, IL, MA, NE, NV, OR, PA, RI, TN, TX, WA