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About Us
Nathan Urquhart
CPA, CFP®
Founder
Education
B.S Finance from University of Southern California, Marshall School of Business
Licenses and certifications
- CPA (Certified Public Accountant)
- CFP® Professional (CERTIFIED FINANCIAL PLANNER®)
Amar Patel
CPA, CFP®
Co-Founder
Education
- Master of Tax Law from Loyola Law School (Los Angeles)
- B.S. Finance, B.S. Operations Management from Indiana University, Kelley School of Business
Licenses and certifications
- CPA (Certified Public Accountant)
- CFP® Professional (CERTIFIED FINANCIAL PLANNER®)