Our Partners in Wealth Management

Financial Accounting Services Announces Wealth Management Partner

September 04, 2012

TEMECULA – It is with great pleasure and professional satisfaction that we are able to assist individuals, families, and businesses with their investment management, financial planning, tax planning and preparation needs.

In our continued commitment to you, we are pleased to introduce Bruce Rawdin-Baron, Steven Pollock, and Sean Storck as the newest additions to our team.

Their collective experience in working with individuals and families compliments our approach to providing the highest level of integrity, service and expertise to our clients.

Bruce has more than 30 years of asset management, financial planning and tax planning experience.

Steve and Sean are both CERTIFIED FINANCIAL PLANNER™ professionals (CFP®) with extensive experience in all aspects of financial planning.

This new partnership allows for us to stay focused in providing you and your family with our comprehensive and meaningful wealth management solutions. We look forward to the opportunity to personally introduce you to Bruce, Steve, and Sean.

Kindest Regards,

Frederick J. Karma                                   Nicole Albrecht
President                                                            Partner and Investment Manager

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