Brian Ambrose, CPA, CFP®

1982 Graduated from UC Berkeley with a degree in Economics and an emphasis in Accounting
1982 – 1986 Tax and audit accountant with KPMG in San Francisco
1985 Earned CPA (Certified Public Accountant) designation
1986 Began private practice in financial planning
1996 Earned CFP® (Certified Financial Planner™) designation

Licenses held: Life/Health and Disability Insurance and Long Term Care

Trustee for the Lecher Regional Center for Performing Arts and a member of the Diablo Valley Estate Planning Council

Primary client emphasis is estate and investment planning, comprehensive financial planning
and asset management

CA license #0F95178

For more information about Brian, go to www.bambrose.com