That all who contact this office enjoy a better
financial status because of that contact.
To give every person the highest return on investment when entrusting me to partake a role in their financial goals. To validate every person I meet.
We are dedicated to providing our clients with professional services and guidance in a wide array of financial and business needs. We customize our planning strategies to meet your business and personal goals.
The hallmark of our success is to take a proactive approach. We keep abreast of crucial new developments as they are happening to better help you make the right decisions.
Customer satisfaction is one of the keys to our success. As a client you may be asked to participate in a short client survey. We will use your feedback to continually strive to offer the highest quality of service.
• American Institute of Certified Public Accountants
• California Society of Certified Public Accountants
• Habitat for Humanity of Ventura County
• Padres Contra El Cancer
• Sunrise Rotary Club of Westlake Village
“For me in these times Its all about
the quality of relationship, and trust.
With Selina, that’s what I have”.
“I have had the privilege of working closely with Ms. Medina concerning a very sophisticated and complex trust estate administration. Her meticulous attention to detail, easy familiarity with the appropriate tax guidelines, and her pleasant yet professional demeanor make for a fantastic working relationship.”