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Financial Services

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Contacts

Brian Finnegan, CPA
Partner, Assurance
Assurance Practice Group Leader
Brad Holsworth, CPA
Partner, Assurance
Partner in Charge, Walnut Creek
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
  • Blockchain and Digital Assets

 

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

News & Events

People

Bryan Ableson
Manager, Tax
Dmitri Alexeev, CPA
Partner, Tax
Blockchain and Digital Assets Industry Group Co-leader
 
Tom Bartow
Manager, Tax
Rich Bellucci, CPA
Partner, Assurance
SEC Practice Group Leader
Russell Burbank
Senior Managing Director, Advisory
Junhee Byun, CPA
Manager, Advisory
Michelle Choy, CPA
Director, Tax
415-288-6257
Ryan Davis
Senior Manager, Assurance
Christine Espinal
Senior Manager, Advisory
Daniel Figueredo, CPA, CGMA
Partner, Assurance
Nonprofit Industry Group Co-leader
FinTech Leader
Brian Finnegan, CPA
Partner, Assurance
Assurance Practice Group Leader
Craig Hamm, CPA
Partner, Advisory
 
Sally Hansen, CPA
Manager, Assurance
Kristin Harrison, CPA
Manager, Assurance
Terry Hill
Partner, Advisory
Brad Holsworth, CPA
Partner, Assurance
Partner in Charge, Walnut Creek
Financial Services Industry Group Leader
Carl Hu, CPA
Director, Tax
Jessie (Kun Lee) Huen, CPA
Director, Tax
Tim Jaeger
Director, Advisory
Meredith Johnson, CPA, CFP®
Director, Tax
Mark Li, CPA
Partner, Assurance
Blockchain and Digital Assets Industry Group Co-leader
Yasuko (Jackie) Matsumura, CPA
Partner, Tax
Real Estate Industry Group Co-leader
Bob McGrath, CPA
Director, Tax
Maria Melo, CPA
Senior Manager, Assurance
Inna Merzheritsky, CPA
Partner, International Tax
Jeffrey K. Mock, CPA
Partner, Assurance
Partner in Charge, Seattle
Sandy Murray, CPA
Partner, Tax
Private Client Services Co-leader
Ruby Padilla, CPA
Director, Tax
Anna Su, CPA
Managing Director, Tax
Will Tanem, CPA
Senior Manager, Assurance and Advisory
Technical Accounting Practice Leader
David Trepp, M.S.
Partner, IT Assurance
Partner in Charge, Eugene
Information Security Assessment Services Group Leader
Ashwani Verma
Partner, Risk Assurance & Advisory Services Group Leader
Edward Webb
Partner, Advisory
Corporate Finance Group Leader
Suk Ping (Kathy) Wong , CPA
Partner, Tax
Lin Zhu
Manager, Assurance

Contacts

Brian Finnegan, CPA
Partner, Assurance
Assurance Practice Group Leader
Brad Holsworth, CPA
Partner, Assurance
Partner in Charge, Walnut Creek
Financial Services Industry Group Leader

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