About Us

 

Svetlana Vakaeva, CRTP – Founder and Owner.

Svetlana started preparing taxes as a volunteer for the IRS via a local San Diego non-profit organization during her junior year at the University of California, San Diego. Upon graduation from University of California, San Diego with a bachelor’s degree in Economics and Mathematics she pursued a career in finance and accounting.

Since graduating she has also gained valued experience with investing and trading by attending a trading academy and completing courses in Stocks, Options, Futures, Foreign Exchange, and Real Estate focusing on their role in developing a comprehensive wealth management plan. She never stops learning and expanding her knowledge of business and personal finance to the benefit of her current and future clients.

Svetlana thrives by helping individuals and businesses with their financial matters. She assists start-ups with their business development concerns, resolves lingering IRS issues, and provides guidance as part of delivering a quality financial and tax planning that helps her clients sleep well at night.

Outside the office, Svetlana dedicates time to her other passions of world travel and animal welfare having visited 60 countries and spreading awareness of animal cruelty and the importance of adoption.