About us

Inspired passion leads to success, a little faith & innovation, we are all in these together. Active listener, lifelong learner, proactive, adaptive strategies for sustainable growth.

Enhance strategies for businesses & individuals financial-well being & happiness. Accredited financial counselor, business & personal finance, estate & retirement planning. RIA expertise includes RE, investments & protection portfolios.

More than twenty licenses, certifications, credentials, degrees, & designations. I am an IRS enrolled agent since 2014.

I am grounded in the biblical values of humility, honesty, integrity, respect, kindness, compassion, love one another. I believe in giving back to the community. Volunteer at the long beach senior center, previously assistant organizer meetup beach volleyball, moderator & educator, many mission work, & also with the IRS VITA program.

Work virtual/remote US Small Business administration, small business concerns. Save more of your precious limited & valuable time for more important things. At your convenience start & get your income tax done remotely; no traffic , travel time, waiting in the lobby.

Important principle of a one stop shop, instead of 4 or 5 professionals. Consolidate now, only deal with yours truly. Let us start now with your most important financial needs & concerns.

TEXT PREFER DURING BUSINESS HOURS (714)395-0192 on a side note, Fluent in Tagalog.

Frankel Financial Services