Call Us Today for a FREE Consultation
richards@shawfs.com
1-760-436-5353

Professional Affiliations

National Association of Enrolled Agents

Enrolled agents (EAs) are America's Tax Experts. EAs are the only federally licensed tax preparers who also have unlimited rights to represent taxpayers before the IRS. 

 

   NAEA_Logo_grey

California Association of Enrolled Agents

Enrolled Agents are America's Tax Experts.

csea_logo_black

 

Board of Certified Financial Planners

Certified Financial Planner™ professionals are competent, well-educated and held to the highest ethical standards.

CFP logo_2

 

Education

  • PhD - Finance & Income and Estate Planning - Employee Benefits - magna cum laude
  • MBA - Finance & Accounting, magna cum laude
  • BA -Queens College, New York

queens