ROBERT S. BORISH is a Certified Public Accountant with over 26 years of accounting and tax experience. In 2008 he added financial services to his practice. He graduated from Cal Poly Pomona University with honors and began his accounting career with PriceWaterhouse Coopers in Los Angeles. His professional licenses and designations include:
- FINRA Registrations: Series 7, Series 66
- Insurance Licenses: Life Insurance, Health Insurance, Variable
- State of California Insurance License 0G19942
- Designations: CPA
Robert has a unique combination of experience in both public accounting and private industry. He has worked or consulted for some major companies, including Paramount Pictures, The Irvine Company and Lennar Homes. Robert was also the Controller for a high net worth family's investment management company, overseeing and performing the accounting and treasury functions for a large investment portfolio, six different LLC’s, three operating foundations and seven family foundations.
He has managed his own CPA practice for over 20 years, serving a wide variety of high net worth individuals and closely held corporations. Robert works closely with his business clients, typically setting up and maintaining their accounting systems or serving as their in-house CFO/Controller. He has performed numerous review and compilation engagements, assisted clients with banking and financing relationships, tax planning and payroll and business tax return preparation. His areas of focus for financial services include: investments, retirement planning, life insurance and annuities, estate planning and education planning.