PracticeCFO jobs and careers
San Diego, CA, United States
About PracticeCFO
PracticeCFO provides CPA, business consulting, and personal financial planning services to owners of dental, medical, and veterinary practices. PracticeCFO helps practice owners and partners achieve their personally authored definition of success. We do this through the efficient and integrated management of their finances with a primary point of contact. Our services include business and personal financial planning, investment advising, comprehensive tax management, accounting, bill pay, buyer and seller representation in practice transitions, and partnership consulting.
- Founded
- 2014
- Employees
- 11 to 50
- Headquarters
- San Diego
Leadership
The top of PracticeCFO's org chart, with how many people report into each leader.
Wes Read CPA, CFP®
CEO/Founder
18 reports
Paul Lipcius, CPA
Partner, CFO Advisor
9 reports
Drew Phillips, CPA, IAR
CFO Advisor
1 report
Marissa Ferraro
People Operations Manager
1 report
Justin Read
CFO Advisor, Partner
Janine Leveille
Partner
Greg Maravilla, MBA, CPA, CFP®
CFO Advisor / Partner
Brandon Hobson, CFA, CPA
Partner - Chief Investment Officer (CIO)
Jobs at PracticeCFO
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