Eric has been taking care of our family's financial security for a few years now, and he always delivers excellent personalized service for us.
April 2023
I have enjoyed working with Eric. He is knowledgeable and helpful and caring and listens to my particular needs and goals. I highly recommend him to anyone looking for asdistance with their investment needs. He's great!!
March 2021
Taxes: Anyone that lives in the Santa Rosa, CA area and is looking to claim Tax Trader Status, declare Mark-to-Market, etc... If you have searched then you know how few tax preparers know about, or even want to help a day trader with his/her taxes. He's a really nice guy too. You should schedule a meeting with him today!
We started in business in 1990 in San Leandro, CA (East Bay Area) as an Income Tax & Accounting service and later added Financial Services starting with Life Insurance in 1996 when my office was located in Emeryville, CA. In 1999, Eric Imbuelten the founder was certified in Personal Financial Planning at UC Berkeley. Since 2006, our office location has been in Santa Rosa, CA and we have focused on Investment Advisory, Retirement Income Planning and Estate Planning. We use a holistic, comprehensive financial planning approach and use a curated selection of investment and financial products from A rated companies. We help you align your financial choices with your most important goals and most deeply held valued by focusing on strategies.
