Central Coast Financial Advisors
Because of Robert's CPA experience, coupled with his Financial Services expertise, clients can take advantage of advice that coordinates both income tax and investment strategies. Specifically, we offer income tax services, investment advice, guidance on your retirement plan, life insurance, annuities and college planning.
Robert Borish has been serving the accounting and tax needs of small businesses and individuals since 1988. In 2008, he expanded his business to include financial services. These additional services include retirement planning, wealth management, life and long term care insurance, estate planning and education planning.
When I made the decision to add financial services to my practice, it was important for me to associate with a company that has a high level of integrity, financial strength and support. Cetera Financial Specialists LLC has these attributes.
Cetera Financial Specialists LLC was founded in 1981 with a vision: Accounting and tax professionals are the financial advisors of choice, and are best positioned to provide their clients with quality, objective financial advice. This was a radical idea that many thought would never succeed. After all, tax and accounting professionals are not sales people. However, these critics missed the point. Accountants and tax professionals are motivated to maintain long-term client relationships rather than focusing on short-term sales transactions. As the client, you are the most important asset. Knowledge of your financial situation places Robert Borish in a position to be your financial advisor of choice.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies so we are not limited to just one investment company or one insurance company. This make us better able to find a solution that fits your needs.