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Established 1997


2023 CSUMB Accounting Networking Event

Ken Cranstone (Associate Advisor), Katherine Woolever (Paraplanner), and Michelle Arroyo (Office Manager) attended the 2023 CSUMB Accounting Networking Event this year to speak with local students exploring career opportunities in accounting and finance. The two-hour event took place…

So Your Child Turned 18 – Now What?

Yes, they still are, and always will be your sweet little pumpkin; however, now that they are a legal adult, and you no longer have authority over their affairs, there are new issues to consider. We encourage you…

Webinar: Cost Reduction Strategies for College

With college application deadlines right around the corner, paying for college is top of mind for many families. The cost of college tuition can be a significant financial burden. Even if your family is not eligible for need-based…

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