ABOUT US

Our goal is to provide families with the kind of integrated financial guidance that makes sense of the many financial issues impacting their lives.

Our Philosophy

Financial Solutions of California started in 2000 in the field of Income Tax Preparation and today offers Mortgage Brokerage, Real Estate Sales, Life Insurance, Business Services, and Consultations.

Our company’s slogan “Helping you expand your financial possibilities” describes a process whereby our diverse professionals work together, without boundaries, to leverage your financial strengths into greater success for your family and/or business.

Why we are different.

We are different from most firms in that we are hands-on professionals that are licensed at every step of the way in dealing with easy to complicated tax issues, along with any and all real estate issues and mortgage loans. Our Personal approach allows us to work directly with the client to achieve their desired outcome with direct communication.

Our partnership with Quicken Loans and many other lenders allow us to shop in our clients’ best interest from among top national lenders. Our proven relationships and ability to work with attorneys and other professionals has allowed our business to grow in unique directions. Everyone here at Financial Solutions takes a team approach to our clients’ needs. Our track record of over 15 years in business has generated guaranteed results for our customers.

President/Co-Owner
Luis Figueroa has been a licensed tax preparer since 1996, acquiring his initial experience with a nationwide preparation firm and starting his own company only four years later in 2000. He is the Chief Executive of Financial Solutions, providing leadership to a unique and complex boutique operation.
Sr. Tax Preparer
Denisse Figueroa has been with Financial Solutions of California since 2005 and has been licensed for tax preparation since 2007. She was the office manager for six years, but since 2014 has focused more on tax preparation, bookkeeping, payroll and executive duties.
Tax Preparation and Payroll Assistant
Monica Gonzalez has been employed at Financial Solutions of California since 2020. She started at our company with the primary focus of assisting clients as a bilingual receptionist. She became a licensed tax preparer in 2021.
Executive Assistant
In March 2020, Gabriela joined Financial Solutions of California. With a banking and customer service background, she understands the significance of confidential information and attentiveness to detail. Since joining the company, she obtained her tax preparation license in October 2020.

JOIN OUR TEAM

Financial Solutions of California is always looking for talented

Schedule an appointment today!

(562) 498-2659

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