Suresh Donthineni, CPA, Investment Advisor Representative
California License #0J22207
With two little kids at home, working for a public company doing SEC filings, meant no work/life balance. So, he left the corporate world and started his own CPA practice, and through acquisition grew the practice. As time progressed, with clients trusting him with the payroll, book-keeping and tax work, it only made sense to add the financial services to the mix. Suresh now sets up retirement plans for clients, works with clients in other investments, annuities, life insurance and long term care planning.
Suresh lives in Moraga with his wife and two kids. The whole family loves to travel, meet people from other cultures, and try different ethnic foods. To be able to enjoy the various ethnic foods and burn the calories, Suresh runs and bikes!!
Email Address: email@example.com
Phone: (925) 400-8333
Learn More About Our Team Below!
Phone (925) 400-8333