Baerg & Associates

John Banuelos, owner of Financial Alliance, has been advising clients on various tax and financial issues for over 36 years. John received his Bachelor of Science degree in business with a major in accounting from the California State University, Fresno in 1976. In 1987, he earned his certification as a Certified Financial Planner (CFP)A. In 2011, John was admitted to practice before the I.R.S. as an Enrolled Agent (EA), allowing him to represent clients on many tax issues before the Internal Revenue Service. John applies his tax & financial planning knowledge & experience to help individuals take the needed steps to pursue their financial goals. He advises & helps to address any concerns in the area of taxes, insurance, estate / retirement planning, & household income management. Establishing realistic goals & objectives Evaluating current financial resources Developing a customized workable plan Implementing strategies to help pursue these goals Monitoring the progress