Who We Are
CFP™/CFP® - Founder
Brandon Berman
Certifications/Memberships
- CPA
- CFP®
Education
- Hawaii Pacific University
- Double major in Entrepreneurial Studies and Finance
Experience
Brandon Berman founded our firm in 2022. Experienced in taxes and accounting, Brandon has worked in the investment profession for over 13 years advising clients in high-net-worth and ultra-high-net-worth wealth management.
CPA/PFS - Founder
Joseph Gutierrez
Certifications/Memberships
- CPA
- PFS
- California Real Estate License
- American Institute of Certified Public Accountants
- QuickBooks® ProAdvisor
Education
- San Diego State University’s Charles W. Lamden School of Accountancy
- Bachelor’s Degree in Accounting with Honors
Experience
Joseph, alongside Brandon, founded our firm in 2022. An experienced CPA, Joseph has worked in the accounting field for over 13 years advising both Business and Individual clients. Specializing in tax compliance and planning, trust analysis, estate and gift tax planning, and investment partnerships. He has advanced expertise in working with high-net-worth individuals, businesses in the construction, entertainment, medical, law, not-for-profit, service, manufacturing, mortgage banking, and distribution industries.