Richard E. Marcus


What You Need To Know:

Professional Passion:

Rick strives to be the absolute financial and tax advisor to his clients. He delivers effective tax planning strategies to his client base of business owners and high net worth individuals. All told, Rick’s experience draws upon more than 30 years of providing unique and creative financial solutions to his clients.


As director of the firm’s tax department, Rick is ultimately responsible for all tax services within the firm. His background includes more than 30 years in public accounting at Goren Marcus Masino & Marsh as well as at an international accounting firm. In addition to his CPA, Rick has also earned his CFP and PFS giving him additional perspective and the opportunity to better integrate overall tax strategies with long range financial planning objectives. In addition to high net worth individuals, Rick’s industry experience includes real estate, services, manufacturing, distribution and entertainment.

Education & Certifications

B.S. University of Southern California
M.S. Accounting, California State University, Northridge
CPA, CFP (Certified Financial Planner), PFS (Personal Financial Specialist)

Membership Activities:

American Institute of Certified Public Accountants (AICPA)
California Society of Certified Public Accountants (CALCPA)

What You Want To Know:

Outside the office:

Rick enjoys working out and you will find him at the gym most weekends. He also enjoys dining out at a new restaurant every weekend with his wife Sheryl. Rick is close with his family and enjoys spending time with his two sons Adam and Brandon, daughter-in-laws Jordy and Alex, and grandsons, Jonah and Toby. Rick lives with his wife and their dogs Morty and Izzy, in Tarzana.

Personal Mission Statement:

Strive to learn every day. Never underestimate the life experiences and collective expertise of those around me.

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