The Newport Beach office is led by Sandy Heit, CPA / PFS, a tenured CPA with a proven track record of delivering personalized and integrated financial solutions to clients. With over 20 years of experience in tax compliance and tax and estate planning, Sandy brings a wealth of expertise and a dedication to helping individuals and businesses achieve their financial goals.
“We are thrilled to establish a presence in Newport Beach and expand our reach in Southern California,” said Susan Tillery, CPA / PFS, AEP® (Distinguished), CEO of Paraklete Financial, Inc. “Sandy’s leadership and expertise will be instrumental in delivering our unbundled virtual family office (UVFO) services to clients in this dynamic market.”
The new office will offer a full suite of personal financial planning and unbundled virtual family office services, Clients can expect the same commitment to integrity, transparency, and client-centric approach that Paraklete Financial, Inc. is known for.
“I am excited to join the Paraklete Financial team and lead the Newport Beach office,” said Sandy Heit. “Our goal is to empower clients with the knowledge and guidance they need to make informed financial decisions and achieve financial success.”
About Paraklete Financial, Inc.:
Paraklete Financial, Inc. is a leading financial advisory firm dedicated to providing unbundled virtual family office services as well as integrated personal financial planning services to individuals, families, and businesses. With a commitment and focus on integrity, transparency, and personalized service, Paraklete Financial, Inc. helps clients navigate their financial journey with confidence and peace of mind.
The views expressed are those of the author as of the date noted, are subject to change based on market and other various conditions. Material discussed is meant to provide general information and it is not to be construed as specific investment, tax or legal advice. Keep in mind that current and historical facts may not be indicative of future results. The information contained in our presentations have been compiled from third party sources and is believed to be reliable; however, accuracy is not guaranteed.
For media inquiries, please contact:
Susan Tillery
CEO & President
stillery@parakletefinancial.com
