Jersin Financial Services

Founded by Bob Jersin (CPA, CFA, MBA), Jersin Financial Services provides individuals and small businesses with essential financial services to successfully navigate the ever-changing investment opportunities, tax laws and small business decisions in a volatile economy. Jersin Financial Services uses the combined knowledge of tax law, investment management and business management in a holistic approach to financial planning, investment management, small business consulting, and income tax preparation.

FINANCIAL SERVICES:
   Financial Planning
   Small Business Consulting
   Investment Management
   Income Tax Preparation

PROFESSIONAL MEMBERSHIPS
   California Society of Certified Public Accountants
   American Institute of Certified Public Accountants
   Association of Investment Management and Research
   Security Analysts of San Francisco

PERSONAL:
   Certified Public Accountant
   Chartered Financial Analyst
   MBA, Accounting
   BS, Finance