Empowering You with Confidence

Amar Patel, CPA, CFP®

Amar was previously employed at large Los Angeles accounting firms and worked on complex tax engagements involving high-net-worth individuals, large business entities, international tax issues, and M&A tax due diligence/structuring. He started his career working at a private investment firm in Chicago, where he honed his research and analysis skills.

Amar grew up in the suburbs of Chicago, and is a passionate Chicago Bulls, Bears, and Cubs fan. He and his wife share a love of travel, and have visited 30+ countries. They now call sunny Long Beach, California home, where they continue their adventures with their energetic miniature schnauzer, Coco.

Education
- Master of Tax Law, Loyola Law School (Los Angeles)
- B.S. Finance, Indiana University, Kelley School of Business

Rea Lyn Mata-Mariano

Rea has over 14 years of experience handling accounting and bookkeeping for 100+ clients across a wide range of industries. This includes five years working in Singapore's private accounting sector, where she gained significant expertise.

Rea’s passion for business and numbers sparked at an early age, inspired by watching both her parents build their own businesses from the ground. With a natural talent for mathematics (earning nearly perfect grades), she knew accounting was her calling. She now resides outside of Manila in the Philippines.

Education
- B.S. Accountancy, Eduardo L. Joson Memorial College