About Nicholas Ventimiglio

Nicholas Ventimiglio is a graduate of California Polytechnic University in San Luis Obispo, and holds a Bachelor of Science in Business Administration with a concentration in Finance. Nick represented MML Investor Services in Walnut Creek, and has worked with such companies as Mass Mutual, Merrill Lynch Private Clientele Group, and California Financial Advisors. He is an active member of the Rotary Club and believes strongly in the utilization of wealth and success for charitable purposes. Nick has been a guest speaker for many non-profit organizations including 40 Plus in Oakland, CA and the Dublin, CA Rotary Club.

With offices in San Ramon, CA, Nick's specialized focus is in financial planning for individuals and families who are experiencing any of three distinct transition stages:

• Divorce
• Retirement
• Loss of a spouse

Nick's licenses and awards include:

Contact Nick Ventimiglio today for your complimentary initial consultation. We look forward to hearing from you.

Strategic Alliances

picture Guenther EA Tax Consultant Group

Michael Guenther is a graduate of California Polytechnic University in San Luis Obispo, and holds a Bachelor of Science in Business and Industrial Technology. Michael is a licensed Enrolled Agent and has been in the tax and payroll fields for over 4 years. Michael is currently a CPA candidate and holds a vast knowledge of individual tax and business applications.

Our main goal is to put our clients first, and provide the best experience possible for them. We strive to maximize refunds to each individual by providing consulting and feedback during the tax review process. Here are some of the services we offer: Contact us today www.GuentherTax.com