Bill Perlette, began his career in the banking industry, where he achieved senior management levels and last functioned as Executive VP and Chief Operating Officer for a community bank. He also has since then been an owner and active participant in several businesses, including cell phone communications, high-performance marine components, and commercial mortgage lending and he ran a nationally recognized manufacturing company.
For the last two decades, Bill has operated a tax consulting, planning, and preparation office. His varied experience prior to the tax work allows for an experienced view when advising his business clients. The financial advisory services are a natural offshoot of the office, and those will be managed with the same attention that has gone into all of the activities to date.
CA State License #2530168