Sam has over 40 years of accounting experience, including over 35 years running his own practice, after graduating from UCLA. During this time, he has continued to operate an independent practice, providing personalized service to his clients and working directly with his clients to meet their needs. He holds licenses as a Certified Public Accountant, Certified Financial Planner and Certified Valuation Analyst. Additionally, Sam is a licensed real estate broker.
Sam focuses on the personal care of his clients. Whether it is meeting them at their home, on weekends or evenings, Sam provides a personal touch missing from many CPA firms. As an entrepreneur of many companies in addition to running the CPA practice, Sam understands that a CPA firm is no different from a manufacturer. The expertise that he has developed over his professional career provides an understanding and philosophy not commonly found in most accountants.
Sam is an avid, although terrible, golfer and likes nothing better then spending time on the links. If not working or golfing, Sam can usually be found involving himself in something that includes hockey or his four grandchildren. A season ticket holder to the Ducks since 1993, Sam enjoys watching professional hockey while playing something quite less then professional during his playing days.