San Diego State University – Business Administration
As an accounts specialists at W3, I maintain the daily transactions for clients, process payroll, monthly financials, and various tax filings. My duties are to handle the daily/weekly/monthly tasks for your company. My goal is to make sure your accounts are in balance and your payroll is processed on time. I enjoy making the moving parts of the financial world work. When everything falls into place and balances out it, is the best feeling.
Fee-Based Planning offered through W3 Wealth Advisors, LLC, a State Registered Investment Advisor. Third Party Money Management offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. W3 Global Accounting provides only tax and accounting. W3 Financial Group, LLC, W3 Wealth Management, W3 Wealth Advisors, LLC, and W3 Global Accounting are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. Form CRS
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
