Kent Stone, AGT - Clutinger Williams & Verhoye

Clutinger Williams & Verhoye Inc. is a registered investment advisory firm based in San Diego, California, with over 47 years of experience in serving individual and corporate accounts. Founded in 1970 by Thomas H. Clutinger and Louis E. Ed Williams, the firm focuses on educating clients about investment decisions tailored to their specific goals and risk tolerance. Currently led by President and CEO Scott B. Williams, who joined the firm in 1995, Clutinger Williams & Verhoye emphasizes a comprehensive approach to portfolio management. The firm is registered with the Securities Exchange Commission, highlighting its commitment to maintaining significant assets under management and delivering personalized investment strategies. Generated from the website

Del Cerro Tax LLP is a full-service tax planning and preparation firm based in San Diego, California, dedicated to providing a broad range of services for business owners, executives, and independent professionals. With a reputation for being affordable, experienced, and friendly, the firm prides itself on delivering close personal and professional attention to each client. Known for its quality service, Del Cerro Tax offers efficient, discreet solutions tailored to both business and individual needs. Their expert team aims to help clients manage their finances effectively, ensuring they achieve their financial goals while allowing them to focus on their core operations. Generated from the website

We have 15+ years of small business bookkeeping experience across a wide range of industries. We consider the stewardship of our client's financials as an honor and responsibility. ?We manage the books with the same excellence that we do our own. Success to us is the success and growth of our clients. We look to move beyond the basic compliance of accounting and resolve challenges and pain points for our clients and improve processes and systems. ?Our client's continued trust and recommendations are our greatest compliments.