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I started Efros Financial with a vision of a firm that combines all of the personal finance disciplines to deliver the complete package.
– A firm that not only helps you with your accounting, but also recommends the use of a qualified plan to help you save for retirement.
– A firm that doesn't just prepare your tax returns, but also identifies ways to generate income in a more tax-efficient manner.
– A firm that doesn't sell any financial products, but instead provides unbiased and unfiltered advice that can help you make the right decisions for your family.
This is the foundation upon which Efros Financial was built — and I'm obsessed with delivering this vision when working with each and every client.
So how I did I get here?
After earning my M.B.A. in Professional Accounting from Rutgers Business School, I joined the Investment Management practice at PricewaterhouseCoopers, LLP.
During my time with PwC, I audited a wide range of large mutual funds, hedge funds, employee benefit plans, and private equity funds. My clients included AXA Equitable, JPMorgan, Bank of New York Mellon, Ford Foundation, Franklin Templeton, and Quantum Funds.
I later joined a fee-only Registered Investment Advisory (RIA) firm based in Brea, CA, as a Financial Planner/Tax Specialist. My responsibilities at the firm included comprehensive financial planning, investment services, and the completion and review of personal and business income tax returns.
More recently, I worked with several LA-based CPA firms as a Tax Manager responsible for preparing hundreds of individual, business, and fiduciary income tax returns.
I have since taken the knowledge, experience, and skills that I've gained from over a decade of professional service and combined them to form Efros Financial.
As an IRS Enrolled Agent (EA), Certified Financial Planner (CFP®), Certified Public Accountant (CPA), I have devoted years to learning as much as I can to solve financial problems for a wide range of clients. Give us a call today at (323) 531-3500 to learn more about how we can help you.
You may also schedule a FREE PHONE CONSULTATION using the form below to receive a call from a financial professional at your convenience.
