Herb has practiced in the Accounting and Financial Professions for over fifty years. He is a graduate of Cal State Northridge, receiving his Bachelor of Science Degree in Accounting. He began his career at Price Waterhouse & Co. and has extensive experience in both Public and Private Accounting. He is frequently asked to lecture on Tax Planning and Pension Plans. He also has extensive experience in business management, estate and retirement planning strategies. Finally, Herb is licensed to sell Life Insurance.
Herb is dedicated to developing lasting relationships with all his clients. He believes in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with Herb is his ability to provide clear, easily understood explanations of financial products and services. The personalized program that you will receive is a road map to working toward a more secure financial future.
Herb is looking forward to using his expertise to help you pursue your financial goals.