ichard White is a Certified Public Accountant and a Certified Financial Planner TM Practitioner. As a founding partner of R.M. White & Associates, Richard is responsible for the tax and financial service areas of the practice. These services include tax planning and preparation, accounting, auditing, financial consulting for business owners and managers, and IRS tax debt resolution.
30 YEARS IN THE ACCOUNTING INDUSTRY
Richard started his career in 1978 and spent time in the tax and auditing departments of large local firms in the Orange County area. In 1984, Richard formed R.M. White & Associates using his experience and contacts to grow a practice that concentrates in highly personalized tax, accounting, and financial services for businesses and individuals. His diverse background affords him the unique opportunity of utilizing the angles of both tax and financial strategies when working with clients.
In order to more completely service his clients and remain on top of the changing dynamics of the profession, Richard is a Certified Financial Planner and holds financial services licenses including the FINRA series 7 and 66 securities licenses and the state of California insurance license.
ACTIVE WITH PROFESSIONAL ORGANIZATIONS
Richard holds a Bachelor of Science in Accounting from San Diego State University and is a member of the American Institute of Certified Public Accountants and California Society of Certified Public Accountants.
NOT JUST A NUMBER CRUNCHER
Outside of work, Richard enjoys working out at the gym and biking along the coast. He also enjoys spending time with his children and family.
B.S., Accounting, San Diego State University, 1975
Registered Certified Public Accountant, California, 1980
Certified Financial Planner, 2002
Series 7 Licensed, 1999
Series 66 Licensed, 1999
Professional and Civic Organizations
American Institute of Certified Public Accountants (AICPA)
California CPA Society (CalCPA)