The last CFO you’ll ever need! Wendy began in the industry over 35 years ago, when she received her Bachelor’s Degree in Accounting from California State University, Northridge. In the early days, Wendy discovered that she possessed a desire to problem solve finances and utilize these answers to promote growth. Thus, she went on to study small businesses and taxes and completed her CPA certification in 2003. Over the past 27 years, Wendy has worked throughout Southern California helping businesses overcome financial obstacles and achieve business objectives. She founded her private firm in 2014, and during this tenure, she discovered a passion for teaching clients to take control of their financial future. In 2023, Wendy became a Certified Exit Planning Advisor (CEPA), making her so much more than a CFO. Now she is a valued C-level Advisor. In her free time, Wendy loves to create memories with her son and daughter. Family is important, and she loves to spend time with her mom and travel to visit her sister in London. When she’s not solving financial riddles, she can be found reading a good book or taking a new adventure. Wendy loves to visit small European villages and immerse herself in the local culture. Wendy’s Motto is, “Enjoy the small things, as they make great memories!”