Spector, CPA, PFS
4200 Bohannon Drive, Suite 250
Menlo Park, CA 94025


Jerry has over 45 years of experience of working with individuals, estates, and trusts, and closely held businesses. He has taught and worked with individuals and families to assist then in reaching their financial goals by long range planning for tax transactions, estate and financial planning. He has also been active in working with our wealth management group. In October, 2012 Jerry was appointed as a Commissioner on the California Estate Planning, Trust and Probate Law Advisory Commission he was then re-appointed for a four year term in 2015.

Interesting Tidbit

My wife and I love to travel. We have an undivided interest in an apartment in Venice, Italy for our anniversary week. We have spent the last twelve anniversaries there. The Jewish News Weekly has an annual poll. I have been selected as the number one favorite accountant in the "South Bay/Peninsula" for 2014,2013, 2012, 2010, 2008, 2007, and 2006. I serve on the Board of Directors of Avenidas, a senior center in Palo Alto.



  • Member – American Institute of Certified Public Accountants (AICPA)
  • Member – California Society of CPAs (CalCPA)
  • Member – Financial Planning Forum
  • Member – Jewish Community Endowment Fund Professional Advisors Committee


BS – Arizona State University
CPA – Certified Public Accountant
PFS – Personal Financial Specialist – American Institute of CPAs
Estate Planning Certificate Program – California Education Foundation