David has over thirty years of experience in Finance and Accounting. He began as an accountant in the oil industry and subsequently worked for multiple Fortune 500 companies in the investment banking, software, high tech manufacturing and internet industries working in both core accounting and financial systems implementations.

In recent years David has become increasingly concerned about the global macroeconomic environment and the need for individual investors to become better educated and prepared for the future. As a result he has been devoting more time working with individual clients to help them manage their finances and plan for retirement.

David earned his bachelor’s degree and  master’s in business administration in his native London, UK. He has been licensed in California as a Certified Public Accountant (CPA) since 2005 and became a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP® professional) in 2012.

Jessica is an Enrolled Agent (EA) and has been preparing taxes for both individuals and companies, small and large, for over fifteen years. In addition she has been preparing accounts and financial statements. She received her bachelor's degree in Accounting from California State East Bay University.