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Rene Randel

Principal & Founder

(805) 389-3330

(805) 389-3337

Rene S. Randel, MBA, CPA, CFP® is the principal and founder. Mr. Randel's mission is to bring together his professional experience as a tax planner as well as a financial advisor to meet and exceed client expectations.

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Pam Warren

Bookkeeper and Assistant



Pam was previously an accountant in the film industry. She is a strong believer in customer service and looks forward to assisting you.

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