PracticeCFO Information
Contact top employees from
PracticeCFO
Summary
PracticeCFO provides CPA, business consulting, and personal financial planning services to owners of dental, medical, and veterinary practices.
PracticeCFO helps practice owners and pa...Show more
Organization Website | practicecfo.com |
Social Links |   |
Phone Number | (800) 675-2712 |
Industries | |
Headquarters Location | 13400 sabre springs parkway, San Diego, California (CA), 92128 US |
Employees Size | 10-50 employees |
Specialties | CFO Services, Tax and Accounting, Personal Financial Planning, Investment Management |
Founded | 2014 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1990 | Privately Held | 25 - 100 | 11.2M | $0 | |
| 1997 | Privately Held | 25 - 100 | 19.5M | $0 |
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at PracticeCFO shows a diverse range of experience levels:
10% have been with the company for less than 1 year15% for 1–2 years35% for 3–4 years20% for 5–7 years15% for 8–10 years5% have over 11 years of service at PracticeCFOEx-employees positions
In Company
In New Company
Contact top employees from
PracticeCFO
Cameron Smith
Associate CFO Advisor
Andrew Northcutt
Senior CFO Advisor
Lawrence Rand
Associate CFO Advisor
Justin Read CFP®
Partner - Senior CFO Advisor
Paul Lipcius
Partner, CFO Advisor
Wes Read CFP®
CEO/Founder
Aaron Watkins
CFO Advisor
Juliana Caro Pachon
Team planner
Kristina Kham
Financial Team Planner
Darby Mecham Phillips
Team Planner
Kristin Sola
Team Planner
Mia Mationg
Tax Accountant
Danna Mae Guevarra
Tax Associate
Trinity Prentice
Office Assistant
Princess Rosemae Postrero
Staff Accountant
Corne Botha
Investment Support Specialist
Pamela Joy Bercasio
Staff Accountant
Caleb Rich
Portfolio and Compliance Manager
Olivia Man
Tax Manager
Julian Bruss
Accounting Supervisor
Soledad Pitagan Batuhan
Senior Accountant
Mackenzie Okeson
Director of Client Accounting
Richard Ybarra II
Director of Accounting
Liana Khachiyan
Business Process Specialist
Brandon Rodriguez
Senior Accountant
Brandon Hobson
Partner - Chief Investment Officer (CIO)
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FAQ
PracticeCFO operates in the Finance industries. More details can be found on the official website: practicecfo.com.
The headquarters of PracticeCFO are located in San Diego, United States.
You can contact PracticeCFO by phone at (800) 675-2712.
PracticeCFO currently employs 10-50 people.
Well-known competitors of PracticeCFO include Carr Financial Group and Stewardship Capital.
