H1STORY OF HAWA11ANO

• I HAVE BEEN PRACTICING AS AN ACCOUNTANT SINCE 2006.
• SINCE 2011, I HAVE BEEN ADVISING SMALL BUSINESS OWNERS AND THE SELF EMPLOYED.  I SERVE AS SPECIALIST IN ALL ACCOUNTING & FINANCIAL MATTERS - GIVING THEM ACTIONABLE INSIGHT IN REAL TIME.  MY JOB ISN'T TO MAKE THE DECISION FOR MY CLIENTS BUT PRESENT THEM WITH THE INFORMATION NECESSARY TO NOT ONLY MAKE BUT TAKE EDUCATED ACTION TO PRODUCE PROFITABLE & QUANTIFIABLE RESULTS. 
• IN 2013, I ADDED GENERATIONAL WEALTH PLANNING TO MY SERVICE OFFERING TO NOT ONLY HELP MY CLIENTS, BUT THEIR CHILDREN, AND GRAND CHILDREN TO ENSURE FINANCIAL LITERACY AND FISCAL RESPONSIBILITY. I HOPE TO GET MY FRIST GREAT GRAND CHILD CLIENT ADDED TO THE LIST IN 2022.

EDUCATION

• UNDERGRADUATE DEGREES 
• ACCOUNTANCY WITH A SPECIALTY IN SUPPLY CHAIN MANAGEMENT
• FINANCE WITH A SPECIALTY IN REAL ESTATE
• MASTERS IN ACCOUNTANCY & FINANCIAL MANAGEMENT
• SPECIALTY IN PERSONAL FINANCE AND TAX 
• STARTED AT FULL BACK FOR JIM HARBAUGH AT THE UNIVERSITY OF SAN DIEGO 
• BLOCKED FOR ALL PFL AND DIVISION 1AA RUSHERS AS A STARTING FULL BACK FOR ALL 3 YEARS
• I MAKE HOLES FOR THEM TO RUN THROUGH ... I HAVE LEVERAGED THE SAME MENTALITY WITH TAX PLANNING FOR MY CLIENTS

WORK HISTORY PRIOR TO STARTING THE FIRM

• AMERICAN SAVINGS BANK: HONOLULU - COMMERCIAL BANKER 
• KPMG: SAN DIEGO - BUSINESS ADVISORY SERVICES
• GRANT THORNTON: IRVINE AND LOS ANGELES  - BUSINESS ADVISORY SERVICES
• TREASURY DEPARTMENT: INTERNAL REVENUE SERVICE 
• POST OF DUTY - SOUTHERN CALIFORNIA
• REVENUE AGENT - AUDITOR OF SELF EMPLOYED & SMALL BUSINESSES 
• AUDITED THOSE WITH ASSETS UNDER 10 MILLION
• 1040, 1065, 1120, & 1120S