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Henry
Pilger, CPA
Founding Partner
Of Counsel
600 California Street, Suite 600
San Francisco, CA 94108

Overview

Henry has provided tax services to individuals and businesses for over 30 years, with a focus on tax planning for private client services. He consults on financial planning, estate planning, and wealth transfer strategies. As the co-founder of Vista and BPM, Henry assists individual families as the “Family CFO.” His expertise has been cited in Fortune magazine in regards to year-end tax planning opportunities.

Henry Pilger holds an active CPA license in California.

Interesting Tidbit

Not sure which has proven more valuable: his undergraduate degree in Psychology or his Master's Degree in Taxation.

Community

  • Member – American Institute of Certified Public Accountants (AICPA)
  • Member – California Society of CPAs (CalCPA)
  • Member – Taxation Committee, American Institute of Certified Public Accountants (AICPA)
  • Past President – Meadow Club
  • Past President – Northwest Region American Technion Society

Certifications

  • Certified Public Accountant (CPA)
  • Personal Finanical Specialist (PFS)

Education

BS/Psychology – University of California, Berkeley
MA/Taxation – Golden Gate University