CALIFORNIA CPA - Key Persons
Jackie's family office and executive management experience spans more than twenty-five years and includes strategic planning and budgeting, investment opportunity comparison and acquisition, operational oversight and cost control, tax planning and compliance, securing and sustaining financing, treasury and investment services, accounting and financial reporting, coordination of legal services, oversight of human resources, acquisition and management of information technologies, risk management and insurance oversight, corporate records and compliance, facilitation of substantial charitable gifts, initiating family meetings and maintaining healthy investor relations.
Before founding California Family CFO, Jackie spent a combined total of twenty years as a Corporate Officer for privately owned companies in Orange County. In addition to her corporate experience, she has an extensive background in real estate investment, serving as General Partner in multi-family housing partnerships and as trustee in multi-generational wealth transfer trusts.
Jackie obtained her early public accounting experience at Arthur Andersen & Co in audit and taxation. She is a California CPA with a BS in Business Administration from CSULB and an MBA from Pepperdine University. She graduated with honors from both programs.
Jackie's adult children practice law, product and graphic design, property management and banking. Her interests include gardening, travel, boating, fitness and spending time with her husband, grandchildren and large extended family.