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Financial Planning and Analysis
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Delivering a plan for a secure future created for your life journey.

You have a vision for your future. Whatever your goals are, we can help you achieve them. We believe in developing an ongoing advisory relationship and creating a flexible plan. We nan help you handle the financial challenges that may present itself at each stage of your life. Through the financial planning process, we can provide timely guidance and ongoing financial planning to sustain your current lifestyle while preparing for your financial future.

Creating and growing your wealth requires careful and ongoing financial planning. We can help you make the intelligent choices that will guarantee your finances are working toward your goals. We will continuously assess your life goals, apply investment strategies and assess your current lifestyle to adjust for changing conditions.

Our mission is to help you know what the rules are, understand what the numbers mean, and guide you through your choices. Whether you need assistance with long range planning or evaluating a specific strategic decision, we can help you create a profitable future and enjoy financial well-being.

We have developed expertise and can provide advisory and sophisticated solutions in the following areas and more:

  • Financial Analysis
  • Wealth Planning
  • Estate and Trust Planning
  • Tax Planning and Efficiency
  • Risk Management
  • Cost Segregation Studies
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YOUR AUDIT AND ACCOUNTING TEAM
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Jenny Chen, Partner Partner bio
Jenny Chen, Partner
Glendale, CA
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Mike Benneian, Partner Partner bio
Mike Benneian, Partner
Glendale, CA
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Gary Carruthers, Partner Partner bio
Gary Carruthers, Partner
Glendale, CA
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Lee Hanna, Partner Partner bio
Lee Hanna, Partner
Watsonville, CA
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Hanne LeLoup, Partner Partner bio
Hanne LeLoup, Partner
San Diego, CA
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Sahak Loussinian, Partner Partner bio
Sahak Loussinian, Partner
Glendale, CA
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Gerard Mekhsian, Partner Partner bio
Gerard Mekhsian, Partner
Glendale, CA
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Geri Wood, Partner Partner bio
Geri Wood, Partner
San Diego, CA
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Luba Kvitchko, Manager Manager bio

Luba Kvitchko, Manager
Glendale, CA
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