TAXES • ACCOUNTING • FINANCIAL PLANNING • INVESTMENTS • INSURANCE
Our Mission Statement
“Our mission is to establish a compatible working relationship, while eliminating delays and promoting cost savings”
Chuck Anderson, C.P.A, CFP®
I was born in Londonderry, Northern Ireland and was raised in Chicago, Illinois with 5 siblings. I attended our local Maine West High School and then Northern Illinois University. I was a member of both wrestling teams and received my letters. I graduated from Northern Illinois University (NIU) with a B.S. in Accounting and received accounting, auditing and tax training from Price Waterhouse Coopers in both Chicago and Los Angeles. After serving in the Marine Corps, I attended the University of Southern California (USC), receiving a Master’s Degree in Business Administration (MBA). I have three grown children.
As a CPA, I have had extensive experience in corporate America in various senior management positions before beginning my own business, over 31 years ago, as a full service accounting and tax professional. I passed the CFP exam while also becoming a life and health insurance agent with security licenses 6, 7, 63 and 65. I’m one of the few accountants in Southern California who, in addition to being a Certified Financial Planner™ professional (CFP) is also a Certified Public Accountant (C.P.A.).
Community Service and Activities
I’ve been very active in Rotary International for 28 years, including 9 Rotary International humanitarian trips. I was most recently District Governor in Rotary for the Los Angeles area from 2008-2009 and was selected Man of the Year in Redondo Beach in 2004. My name was included in the Golden Anniversary Issue of Who’s Who in America. I’ve traveled to most of the United States and over 47 foreign countries. In 1969 I drove the old route 66 from Chicago to Los Angeles. In my spare time the enjoyment of sports of all kinds, reading, dancing, and helping the less fortunate have fulfilled me.
Alice Kerney, Senior Accountant,
Alice has been with the firm since 1993. She is a member of the Redondo Beach Elks Lodge #1378.
Aside from being lead Senior Accountant, Alice is also our Office Manager.
Jacqueline Diaz, Accounting Assistant and Bookkeeper
Jackie has worked for Chuck since 2005. She is a graduate of the University of Southern California
and is extremely helpful in the office with her bilingual Spanish speaking skills.