Lin Dick CPA A Professional Corporation

Focus Financial & Tax Services LLC, based in Irvine, CA, offers personalized wealth management solutions that prioritize clients' personal values and financial goals. Their disciplined investment approach and comprehensive services cater to individuals, business owners, and non-profits, ensuring a holistic view of financial futures. With a dedicated team of specialized professionals and a commitment to collaboration, Focus Financial aims to create new possibilities for clients at every stage of their financial journey. By integrating tailored services and strategic investment research, they empower clients to focus on what truly matters in both their financial and personal lives. Generated from the website

At Montagna & Associates, Inc., we know how important it is for clients to know that their financial situation is in experienced and capable hands. Our team features a strong dynamic with our principal professionals: Gregory M. Montagna, CPA, CFP; John R. Adjutant, CPA; and Jeri McLeod, CMA. Our leaders are supported by talented staff members with a passion for delivering exceptional service. Providing personalized service is at the heart of our business. Every client who comes on board with us can expect to have dedicated attention from one of our capable staff members, with no risk of their case changing hands due to staff turnover.