Taxes

• Tax Planning
• Tax Services
  Mark Allen, CFP®, EA, is the “go-to professional” specializing in tax preparation and planning for small business owners and individuals. Along with his Master’s degree in Financial Planning, Mark is enrolled to practice before the IRS as an Enrolled Agent, a Certified Financial Planner™ professional, California Life & Health Insurance licensed (#0G29808) with a specialty in long-term care.
• Income Tax

Investment

• Investment Management
• Wealth Management
  Welcome to Wealth Management Associates, an independent financial firm helping clients manage their wealth and align it with their goals. Our team of specialists works with individuals and their families across all life stages to optimize their finances and achieve the life they desire.

Accounting

• Accounting Services

Planning

• Financial Planning
  What began as a one-person firm back in 1989 has since evolved to a full team of advisors and financial professionals. While we have grown and expanded our capabilities over the years, our mission has remained the same: we help people shape their futures through truly personalized financial planning and an ongoing relationship. Our ultimate goal is to help our clients achieve financial independence that allows them to focus their time on their passions and loved ones.
• Retirement Planning
  Teresa Yragui brings over thirty years of experience in the financial services industry working with retirement planning and structuring income post-retirement. Teresa is passionate about investor education, in particular, and helping people to achieve their goals.
• Long Term Care
• Asset Management
• College Funding