I recently came across this site in researching a resolution for excess contributions to my ROTH IRA for the last 4 years. I was thoroughly impressed by the expertise level of knowledge in the responses I found in these forums. The likes of Alan Oniras are very impressive. In any case, I’d love to connect to someone from this community who is or can recommend a financial adviser who is well versed in tax law – around the Sherman Oaks/Northridge area.

My background is as a former Big4 auditor and CPA, but have transitioned my career to software sales. I would love to connect with someone who has a wealth of experience as I look for a comprehensive financial plan. Most “financial advisers” I’ve met are simply trying to sell you life insurance.

Thanks,
JC