Meet Octavio
Professional Achievements
- San Diego State University Class of 2019
- BS in Business Finance with a minor in Management
- Emphasis in Corporate Finance
Octavio received his Bachelors of Science in finance at San Diego State University where he focuses on Corporate Finance. Over the course of his studies, he has completed various case studies in topics ranging from project valuation to capital restructuring. He is a San Diego local and the newest addition to the Reason Financial team.
“There is nothing noble in being superior to your fellow man; true nobility is being superior to your former self.” — Ernest Hemingway
Personal Achievements
- Visited 14 countries and counting
- Hiked Huayna Picchu
- Volunteered with Helps International Medical Team in Guatemala
The people of Reason Financial
Steve W. Pollock
CFP®, AIF®, EA
Financial and Tax Adviser
Steve graduated from San Diego State University, where he earned a Bachelor of Science in Business Administration and a Master of Science in Financial and Tax Planning.
Sean P. Storck
CFP®, AIF®, EA
Financial and Tax Adviser
Sean graduated from University of California San Diego, where he earned a Bachelor of Arts in Economics. Prior to partnering with Reason Financial, Sean worked as an independent financial and tax professional.
Jessica L. Folsom
EA
Tax Adviser
Jessica graduated from the University of California, San Diego with a Bachelor of Arts in International Studies and a Minor in Accounting. Jessica is an Enrolled Agent (EA) and licensed tax practitioners who may represent taxpayers before the IRS. Prior to joining the Reason Financial team, Jessica worked in Washington, D.C. at the State Department.
Sharon Lamb
Wealth Management Assistant
Sharon has worked for almost two decades assisting financial and tax advisers. She will work with you to gather information, complete the necessary paperwork, make updates to your account and get answers to any questions you may have along the way.
Lisa Caparatta, EA
EA
Tax Advisor
Lisa has worked in customer service for 15 years, specifically in tax and finance for five years. She is currently working towards her Enrolled Agent designation. Lisa will work with you to collect necessary information and begin data entry.
Tanya Nguyen
Client Services
Tanya is likely the first person to greet you whether you are in the office or calling. She prides herself on ensuring our clients get the best experience at every turn.