PracticeCFO Information
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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 1 quarter 2026
Number of employees switched from or switched to
Total number all of employee turnover
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Number of employees by department
Total number all of employee turnover
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Length of Employment
Employee tenure at PracticeCFO shows a diverse range of experience levels:
6% have been with the company for less than 1 year39% for 1–2 years17% for 3–4 years17% for 5–7 years17% for 8–10 years6% have over 11 years of service at PracticeCFODiscover More
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PracticeCFO
Andrew Northcutt
Senior CFO Advisor
Lawrence Rand
Associate CFO Advisor
Justin Read CFP®
Partner - Senior CFO Advisor
Paul Lipcius
CFO Advisor
Wes Read CFP®
CEO/Founder
Aaron Watkins
CFO Advisor
Cameron Smith
Associate CFO Advisor
Olivia Man
Tax Manager
Soledad Pitagan Batuhan
Senior Accountant
Chris Stolte
Tax Manager
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)
Eric Arbulante
Accounting Manager
Jaspreet Thind
Tax Accountant
Marissa Ferraro
People Operations Manager
Sydney Woolery
Director of Sales & Marketing
Kristina Kham
Financial Team Planner
Mia Mationg
Tax Accountant
Danna Mae Guevarra
Tax Associate
Rassha Maliwat
Tax Associate
Yancy Anne Ocier
Onboarding Accountant
Princess Rosemae Postrero
Staff Accountant
Corne Botha
Investment Support Specialist
Pamela Joy Bercasio
Staff Accountant
Caleb Rich
Portfolio and Compliance Manager
Companies Similar to PracticeCFO
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.
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