Cpa/Pfs Therese Dayrit Tippie Mbt

Therese Dayrit Tippie, CPA/PFS, MBT has a diverse work experience in the fields of tax and financial planning. Therese is currently serving as the Tax Director at EP Wealth Advisors, a fee-only registered investment advisory and financial planning firm. In this role, Therese helps clients understand their financial goals and develops personalized strategies to achieve them in the ever-changing economic landscape.

Before joining EP Wealth Advisors, Therese worked as a Tax Manager at RKE LLP, a full-service public accounting firm. During their tenure at RKE, they provided taxation expertise and innovative ideas to minimize tax liabilities for individual and business clients. Therese spent a significant part of their career with RKE from 2010 until 2020.

In 2009, Therese briefly worked as an Associate at Farmers and Merchants Trust Company. Additionally, they gained valuable experience as a Tax Intern at CLINE CARROLL & BARTELL LLP in 2008.

Overall, Therese Dayrit Tippie has demonstrated their expertise in tax management and financial planning through their various roles in both public accounting firms and investment advisory firms. Their qualifications as a CPA/PFS and MBT contribute to their success in helping clients achieve their financial goals.

Therese Dayrit Tippie, CPA/PFS, MBT has a Bachelor's degree in Accounting from California State University, Long Beach. Therese also holds a Master of Business Taxation degree from USC Marshall School of Business. Furthermore, they have obtained additional certifications including the PFP Practical Applications Certificate from AICPA. Therese is also a Certified Public Accountant (CPA) certified by the California Board of Accountancy and a Personal Financial Specialist (PFS) certified by AICPA.