MICHAEL W. DURAN, CPA, APC – Your Expert Financial Advisor
How does the advisor help clients – Key Takeaways:
As a Certified Public Accountant with over 10 years of experience, Michael W. Duran, CPA, APC provides expert financial advice to individuals and businesses. With a focus on building long-term relationships with his clients, he offers a range of financial services tailored to each client’s unique needs.
Facts and Insights
Based in Los Angeles, California, Michael W. Duran, CPA, APC has a team of experienced professionals who are dedicated to helping clients achieve their financial goals. They understand the importance of staying up-to-date with the constantly changing financial landscape and use their knowledge and expertise to guide clients towards making informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 2 | 10+ years |
Financial Services Offered
Michael W. Duran, CPA, APC offers a wide range of financial services, including:
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Business consulting
Client Types
The team at Michael W. Duran, CPA, APC works with a diverse range of clients, including:
- Individuals
- Small businesses
- Couples
- Retirees
Fees & Compensation
Michael W. Duran, CPA, APC is committed to providing transparent and fair pricing for their services. They offer their clients a fee-only structure, which means they do not earn any commissions or incentives for recommending specific financial products. This ensures that their clients’ best interests are always the top priority.
Background
Michael W. Duran, CPA, APC was founded by Michael W. Duran, who has over 10 years of experience in the financial industry. He is a Certified Public Accountant and has a Masters of Business Administration in Finance. He is also a member of the Financial Planning Association, which demonstrates his commitment to upholding high ethical and professional standards.
Financial Advisor Disclosures to Know
Michael W. Duran, CPA, APC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, they are required to disclose any potential conflicts of interest and provide full transparency to their clients. They take this responsibility seriously and make sure that their clients have all the information they need to make informed decisions about their financial future.