Team Bio
Guillermo Amoretti, CPA
Founder | Investment & Tax Advisor
17+ years in the tax and financial services industry helping individuals, and businesses meet their compliance requirements as well as organize and make sense of their finances.
Guillermo is a Certified Public Accountant licensed in California and an active IRS Enrolled Agent with Amoretti Advisors & a Co-Founder and Financial Advisor with Amoretti Wollman Capital Management. He was an Accounting and Information Systems Major at National University of Engineering (2006) and attended Grad School at Santa Clara University (2017).
guillermo@amorettiadvisors.com
650-491-4007
