MISSION STATEMENT:

Helping families & small business owners "Save Money" & "Make Informed Financial Decisions".

My Services

Tax Preparation

I keep apprised of current tax laws & integrate an ongoing analysis of your tax options, timing, dynamic, and available strategies for your personal, trust/estate, and business so that we are in an optimum position to reduce taxable income for any given tax period.

 

 

 

Tax Planning

I analyze your financial situation from a tax perspective; the objective is to ensure you are making informed decisions so that you are able to be as tax- efficient as possible. It’s not what you have, but what you keep… Implementing strategies to reduce tax liability is a instrumental part of financial success.

 

Tax Resolution

Have you received a letter for the IRS or State taxing authority?  Do you need representation?

Business Consulting

Whether you want advice about a business start-up, accounting or succession planning, budget strategies or financial projections, we listen and ask the right questions. Our consulting leads to real answers and real solution

Financial Coaching

I help you organize & simplify your financial situation. Laying out the strengths and weakness of your current financial dynamic so that you are able to make informed financial decisions; putting you on the path to achive your financial goals and saving my clients lots of money in the process…

1 Free Hour Consultation... What do you have to lose?

Click here to find out

100% FIDUCIARY

OBJECTIVE
100%
INDEPENDENT
100%
COMPETENT
100%
TRANSPARENT
100%

There isn’t anyone I would trust more with my financial future than Brandon Wren. Brandon has a passion and energy like no other and he wants nothing but the best for his clients.  Brandon has a vast knowledge in finance, tax, and takes a customized approach to every client as he knows that we all have different needs, goals, and situations.

 

 

Nick

Brandon wants what is best for everyone and does a great job relaying information to his clients in a way that they can understand. You won’t find anyone else out there more professional, committed, determined, and knowledgeable than Brandon Wren.

Jane

Education:

  •  FEE ONLY - Certified Financial Planner (CFP)
  •  Enrolled Agent appointed by the IRS (Tax Specialist)
  • Charter Financial Analyst - Candidate (CFA)
  •  Bachelors in Business Management - Pepperdine University, 2008
  • Masters in Finance, emphasis in financial analysis - College for Financial Planning, 2015

Experience:

  • University California Irvine -  Instructor - Income Tax Planning, 2017 - Current 
  • Wren Consulting - Founder &President,  2017 - Current 
  • Blank CPA & Company, Tax Specialist, 2016 Tax Season
  • Lighthouse Financial Services, Financial Planner & Tax Specialist, 2013 - 2017
  • Crown Wealth Managment, Director of Operations, 2012 -2013
  • CapitalSource Bank, Electronic Banking Supervisor, 2005 - 2012

Associations:

  • CFP Board of Standards
  • NAPFA ( The National Association of Personal Financial Advisor - FEE ONLY)
  • Pepperdine Alumni Association
  • EHYLLL (East Hills Yorba Linda Little League - Coach)