Our practice started in Cerritos, California in 2014. In 2018, we relocated to the City of Placentia and expanded our services to better serve our clients’ growing needs, including comprehensive financial planning.
Welcome to Financial Insight (FI) Tax Planning.
To date, through our client-centric service model and working with many community organizations and business professionals, we have become a thriving referred-base practice.
Our Shared Vision
Be the best honest choice for those seeking competent and independent financial professionals (CPA, EA, CFP, etc).
Empower and work actively with our clients to make sure their financial goals and values are in alignment and are ultimately achieved.
We are driven by our stewardship to put clients first, treat everyone with respect, be caring, embrace diversity, family, and faith, and strive for excellence in everything we do.
Get to know us today by calling our office or emailing us at Office@FITaxPlanning.com for a free consultation.