Broker Check

300 East Esplanade Dr
9th Floor
Oxnard, CA 93036

LinkedIn YouTube

RLB Financial

866-686-8097

 
Gene  Wechsler

EDUCATION:
Attended Pace University in New York from 1977 through 1981. Graduated in 1981 with a B.B.A. in Accounting and an M.B.A. in Business Administration.
PROFESSIONAL EXPERIENCE:
Began public accounting career with Arthur Andersen & Co. in the Roseland, NJ office in 1981. After moving to California in 1982, worked for a few local accounting firms before joining the firm of Bloomfield, Sonnabend, and Yagan in 1989. Became a partner in the firm in 1991. The firm name was changed to Bloomfield, Slocum & Wechsler in 1993. In 1996, the Bloomfield and Wechsler portions of the firm were merged into American Express Tax and Business Services. In 1997, left American Express and organized Wechsler Accountancy Corporation. Grew the firm quickly and steadily before selling to two of the firm’s partners in 2008. In 2010, Wechsler Accountancy Corporation was reincorporated as a brand new firm. The present firm has now been in existence for just over 7 years and is a full-service CPA practice, specializing in income tax matters for individuals, trusts, estates, and businesses in a wide variety of industries. In addition to all standard tax preparation services, the firm regularly engages in advanced tax planning and consulting for high net worth and high-income individuals and businesses. The initial base of around 20 clients has grown to over 500, solely through referrals and new client development, fueled by a plain English, common sense, creative, forward-looking approach to all client tax and financial matters.
PROFESSIONAL CERTIFICATION:
Certified Public Accountant – Passed all parts of Uniform CPA Exam in May 1981. California licensed granted January 1984.