Financial Planning

Dean Meniktas, CIMA

Dean Meniktas, CIMA
Phone
(925) 746-0285
Title
Senior Vice President – Investments
Business
UBS Financial Services, Inc. The Meniktas Group
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Legal Practice Areas
Financial Planning, Philanthropic Planning, Retirement Plans and Investments.
Address
2185 N. California Boulevard, Suite 400, Walnut Creek, CA 94596
Education
University of California, Berkeley (B.S., 1979 & M.B.A., 1987).

Nick G. Tarlson, C.P.A.

Nick G. Tarlson, C.P.A.
Phone
(415) 956-5700, Ext. 1
Title
CPA
Business
Tarlson & Associates
Website
www.tarlson.com/
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Legal Practice Areas
Public Accounting, Tax, and Financial Consulting Services, Income Tax, Estate, and Personal Financial Planning, Mortgage Finance, Forensic Accounting Litigation Support, Business Valuation, Fractional Interest Discount Reports, Arbitration, Mediation, Service as a court appointed neutral expert under Evidence Code Section 730. specialization programs sponsored by the AICPA
Address
220 Sansome Street Suite 900, San Francisco, CA 94104
Education
Seattle University (B.A., 1976); Golden Gate University (M.S. Taxation, 2002); Patriarch Athenagoras Orthodox Institute/Graduate Theological Union at Berkeley (M.A. Theology/Orthodox Studies).