George G Ross CPA PFS CFP®

Specialties

We are a full service boutique CPA firm specializing in tax planning and wealth management. Our office is located in North Morro Bay next to Domino’s. We provide services to a wide range of businesses and individuals throughout California, however, the majority of our clients are from the Estero Bay communities of Morro Bay, Los Osos, and Cayucos.

We pride ourselves on our continuous professional excellence by providing high quality services and sound advice for each and every one of our clients. Let us be your financial safe harbor.

History

Established in 2010.

After earning my Master of Science in Financial Planning from San Diego State University in 1998, I started my career as a Financial Advisor with Prudential Securities. After Prudential Securities, in 2001 I went back to San Diego State University where I earned my second Masters degree in Accountancy. Then I began my career in public accounting in 2003. After much work, I earned both my Certified Public Accountant (CPA) certificate and Certified Financial Planner (CFP) certificate in 2005. To date I have accumulated over ten years of experience in public accounting and wealth management.

Meet the Business Owner

George R.

Business Owner

I place an emphasis on quality personalized service. As a condition of my membership in the American Institute of Certified Public Accountants, California Society of Certified Public Accountants, and Certified Financial Planner Board of Standards, I participate in a rigorous quality control program. This review ensures our compliance with the highest of professional standards and our commitment to maintaining the highest continuing professional education standards as required by federal and state agencies. What makes our firm unique is the personal attention, commitment and energy we bring to each client relationship. Each client’s planning and execution are designed specifically to meet her or his accounting and financial needs and goals.