Broker Check

Team

 
Tom Ahlstrom has extensive experience in tax services and financial services, including business planning and personal wealth management.

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David Baker graduated in September of 1983 from California Polytechnic State University, San Luis Obispo with a Bachelor of Science Degree in Business Administration and Accounting Concentration.

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Mandy Ng graduated from California State Long Beach in May 2003 with a Bachelor of Science degree in Accounting.

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Julie Miller attended Long Beach City college studying general education. She came to work for her uncle’s CPA firm while she was still in school.

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