After earning my M.B.A. in Professional Accounting from Rutgers Business School, I joined the Investment Management practice at PricewaterhouseCoopers, LLP.
During my time with PwC, I audited a wide range of large mutual funds, hedge funds, employee benefit plans, and private equity funds. My clients included AXA Equitable, JPMorgan, Bank of New York Mellon, Ford Foundation, Franklin Templeton, and Quantum Funds.
I later joined a fee-only Registered Investment Advisory (RIA) firm based in Brea, CA, as a Financial Planner/Tax Specialist. My responsibilities at the firm included comprehensive financial planning, investment services, and the completion and review of personal and business income tax returns.
More recently, I worked with several LA-based CPA firms as a Tax Manager responsible for preparing hundreds of individual, business, and fiduciary income tax returns.
I have since taken the knowledge, experience, and skills that I’ve gained from over a decade of professional service and combined them to form Efros Financial.
As an IRS Enrolled Agent (EA), Certified Financial Planner (CFP®), Certified Public Accountant (CPA), I have devoted years to learning as much as I can to solve financial problems for a wide range of clients.