Broker Check

Team

Rene Randel

Founder

(805) 389-3330

(805) 389-3337

[email protected]

Rene S. Randel, MBA, CPA, CFP® is the principal and founder. Mr. Randel's mission is to bring together his professional experience as a tax planner as well as a financial advisor to meet and exceed client expectations.

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Pam Warren

Bookkeeper & Office Assistant

(805) 389-3330

(805) 389-3337

[email protected]

Pam was previously an accountant in the film industry. She is a Certified QuickBooks Pro and will manage your bookkeeping needs using QuickBooks Desktop or QuickBooks Online. She is a strong believer in customer service and looks...
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