Team
Rene Randel
Founder
(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.
Pam Warren
Bookkeeper & Assistant
(805) 389-3337
Pam was previously an accountant in the film industry. She is a strong believer in customer service and looks forward to assisting you.