Our Team

Our Team

In leading our team of experienced CPAs and wealth advisors and their dedicated staff, our directors create a foundation of close collaboration among all team members to ensure that we deliver the highest level of service to our clients.

Photo of team member

David G. Williams, CFP®, CPA, MBT

Managing Director

David is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional providing accounting, tax and wealth management services to individuals and businesses for over 30 years. Before establishing these firms, he held management positions and specialized in taxation at national accounting firms. For over 15 years, David has been a leading member of a group of CPA/Financial Planners from Los Angeles and surrounding areas that meet monthly to share ideas on current financial planning and investment management subjects and strategies.

As a former quarterback and coach, David believes that his coaching skills, combined with a deep and broad knowledge of finance, investments and taxes, allows him to successfully help clients execute the financial plays of their life. David knows that clients value the comfort they feel by being able to call and know that they will receive insights and advice they can trust and that ultimately, David will guide them successfully through their business and life events.

David enjoys travel, and is an avid tennis player and hiker. He enjoys the challenges of mountain climbing, locally in the California high Sierra’s and Mount Whitney to as far away as the Peruvian Andes Mountains and to the top of Mount Kilimanjaro in Africa.  David resides in Manhattan Beach, California and values his time with his family.

Designations

CERTIFIED FINANCIAL PLANNER™ 

Certified Public Accountant

Master of Business Taxation

Licensing

FINRA Series 7

FINRA Series 66

California Life Insurance License

Education

Bachelors in Accounting & Finance, University of Washington (1978)

Master of Business Taxation, University of Southern California (1983)

Professional Memberships

American Institute of Certified Public Accountants

California Society of Certified Public Accountants

Financial Planning Association

David A. Beharry, CPA, MBT

Director of Tax Services

David joined the firm in 1990.  As Director of Tax Services he leads a team of 5 accounting professionals, and he ensures the accuracy and integrity of clients’ tax returns and other financial data.  David was inspired to join public accounting because its need exists in all spheres of society.  He feels the opportunity to be more than just a tax advisor and the opportunity to serve is enormous. 

In his spare time, not only is David a CPA, he also happens to be a Raiders fan.  He also enjoys traveling and working with people with special needs.  He is married to his wife, Althea, and they have been blessed with a son named Hilton. 

Designations

Certified Public Accountant

Education

Bachelor of Science, Cal Poly Pomona (1983)

Master of Science in Business Taxation (2004)

Professional Memberships

American Institute of Certified Public Accountants

California Society of Certified Public Accountants

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