Robert Kernochan, EA, CFP® - Partner

With a Bachelor of Science in Accounting from the University of San Francisco, Robert Kernochan brings more than 30 years of accounting experience with a specialized focus on Tax, Business Foundation Services, and Payroll solutions. As President of the firm, Robert employs a proactive and strategic approach to taxation, helping individuals and businesses remain compliant while uncovering opportunities for tax efficiency and long-term financial planning. His practice also integrates holistic financial planning and wealth management, ensuring clients receive comprehensive, forward-looking guidance tailored to their unique goals

Family is Robert’s greatest source of fulfillment. He resides in Thousand Oaks with his wife, Stephanie, and is the proud father of two children. Outside of the office, Robert enjoys a round of golf and spending quality time with his family.

Ready to take the next step in your financial journey? Contact Robert today for a personalized consultation.