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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.
Monica is currently managing partner at Monica R. Kellogg, CPA, LLC. For years, Monica R. Kellogg, CPA, LLC has been providing quality, personalized financial guidance to local individuals and businesses. Monica R. Kellogg, CPA, LLC's expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.
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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