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Angie’s passion is helping others become at peace with money. She does this through her role as President of RETHINK Money Coaching, Inc., in addition to her volunteer work and leadership in the California Society of CPA’s, fulfilling the mission of “Improving the Financial Literacy of All Californians.” Angie has been working with high-net worth individuals and closely held businesses since 1993.
Jordan D. Amin, CPA, is senior manager in the Tax Department at EisnerAmper, LLP and has more than 10 years experience in both public and private accounting. Amin's expertise includes the review of corporate, individual and partnership tax returns. He advises the owners of closely held companies in the management and growth of all phases of their business, from tax planning to the successful transition of management to subsequent generations in family owned businesses. Amin is chair of the American Institute of Certified Public Accountants’ National CPA Financial Literacy Commission
Michael is president of Wealthstream Advisors Inc. His professional credentials include: Certified Public Accountant, Personal Financial Specialist and Certified Divorce Financial Analyst. Beyond serving clients, Michael believes in the importance of continuing to learn and sharing his knowledge and experiences with other professionals and the general public. Michael is a member of the American Institute of CPAs, the New York State Society of CPAs and the National CPA Financial Literacy Commission.
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