Experience

Jerrold (Jerry) has over 25 years in the tax arena with regional and national firm experience, having also worked at Arthur Andersen. His clients include closely held businesses and high net worth individuals and families.

Jerry enjoys sports, biking, and hiking.

service areas

• Investment Analysis
• Tax Planning & Compliance
• Wealth Transfer

clients served

• Manufacturing & Distribution
• High Net Worth Individuals
• Real Estate
• Development & Operations

activities memberships

• American Institute of Certified Public Accountants, Member
• California Society of Certified Public Accountants, Member
• PAN (Professional Advisors Network), Founder
• San Diego State University Alumni Association, Director- Los Angeles Chapter

education

• Bachelor's Degree, San Diego State University
• Master's Degree, San Diego State University