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Brian Finnegan, CPA
Assurance Practice Group Leader
Financial Services Industry Group Leader

Overview

The financial services sector is facing a rapid increase in scrutiny and more risks than ever before. With transparency in the forefront of investors' minds and the critical eye of the public focused on compliance and accountability, it is vital to choose an accounting firm that understands your business inside and out.

Since BPM was founded in 1986 and served its first audit client, a local financial services firm, we've grown to become the largest California-based CPA firm. With full-service capabilities, we possess in-depth knowledge of the financial services industry - its key processes, challenges surrounding growth and performance, regulatory compliance and governance, and the many other complex accounting and reporting issues it faces.

We offer more than just deep industry knowledge. By maintaining a devotion to our core services, we employ a multidisciplinary approach tailored to your every need, as well as responsiveness that is unmatched in order to maximize efficiency. Our group's commitment to client service is world-class. We ensure that your assigned team is accessible and well versed in innovative solutions. In short, we value our financial services clients and view it as a privilege to serve the sector.

We proudly serve:

  • Registered Investment Advisors
  • Mortgage Bankers
  • Insurance Brokerage
  • Community Banks
  • Peer-to-Peer Lending
  • Alternative Lenders

 

Contact a BPM financial expert today to see how we can take your financials to the next level.

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People

Richard Bellucci, CPA
Partner, Assurance
SEC Practice Group Leader
Daniel Figueredo, CPA, CGMA
Partner, Assurance
Nonprofit Industry Group Leader and FinTech Leader
Brian Finnegan, CPA
Assurance Practice Group Leader
Financial Services Industry Group Leader
Stacey Fuller
Director, Transaction Advisory Services
Craig Hamm, CPA
Partner, Assurance and Advisory
Terry Hill
Managing Director, Advisory
Brad Holsworth, CPA
Partner, Assurance
Managing Partner, Walnut Creek
Sumit Kalra
Partner, Assurance
Information Technology Audit and Compliance Group Leader
Jackie Matsumura, CPA
Partner, Tax
Real Estate Industry Group Co-leader
Sandy Murray, CPA
Partner, Tax
Private Client Services Co-leader
Ashwani Verma
Partner, Risk Assurance & Advisory Services Group Leader
Edward Webb
Partner, Advisory Services
Corporate Finance Group Leader

Contact

Brian Finnegan, CPA
Assurance Practice Group Leader
Financial Services Industry Group Leader