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Mitchell Freedman, CPA/PFS
President and Founder
Phone: 805-409-0250
Email: mitchpfs@mfac-bizmgt.com

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Tad Jakes, CFP®
Senior Wealth Manager
Phone: 805-409-0244
Email: tad@mfac-bizmgt.com

Tom Trent, EA
Director of Taxation
Phone: 805-409-0250
Email: tom@mfac-bizmgt.com


 
 
 

 

 


Check the background of this financial professional on FINRA's BrokerCheck.