Dave Zahn, EA has 35 years of experience in all aspects of Accounting and Tax Planning and over 18 years of experience in Financial Services. As Mr. Zahn was born and raised in Long Beach, it was only natural that he obtained his Accounting Degree from California State University, Long Beach.
Mr. Zahn is a Financial Adviser with Cetera Financial Specialists LLC holding a Series 6, 7 and 65; registered in California, Oklahoma and Texas. He is, also, a Life Agent in California (#0C72231), Oklahoma (#40024812) and Louisiana (#654952). Dave Zahn is, also, an Enrolled Agent, a federally regulated license, entitling him to represent taxpayers before the Internal Revenue Service.
Dave's entire professional career has been dedicated to establishing an environment of mutual respect and openness with clients, allowing him to develop creative business and personal plans to assist his clients achieve their desired financial goals.
He, firmly, believes that taking in consideration of each client's tax position is always, an important aspect of proper planning, saying,
"We can't make sound plans for your financial future if we don't consider what that plan will do to your tax position, now and in the future."