Provider

Raffaele Mari

schedule a free consultation

We provide tax, financial planning, and investment management services to individuals & businesses.

credentials

contact

+1(949) 892-7700
rmari@pepperfdine.edu

3334 E. Coast Hwy, #101

Corona del Mar CA 92625

social

bio

Provider

Our mission is to provide clients with valued added personal financial services to achieve client objectives.

q & a

What characteristics do your favorite clients share?

Professional, Entrepreneurial, Retired, Small business owners, Self employed, Real estate, High net worth, and Corporations

Why should a client hire you?

Our firm provides personal value added services. Our professionals are experienced, highly qualified and competent individuals with exceptional interpersonal skills. Our mission is to ensure that client objectives are met. Our goal is to exceed client expectations.

education

San Diego State University

Master of Taxation

Bentley University

Bachelor of Accounting

____

experience

Global Wealth Management

Managing Director
Corona del Mar, CA

Tax Consulting Group

Managing Director
Newport Beach, CA

PriceWaterhouseCoopers

Tax Supervisor
Newport Beach, CA

associations

AICPA

Member since

California Society of CPAs

Member since ____

exams

CGMA Chartered Global Management Accountant

____

Registered Investment Advisor (RIA)

business info

Global Wealth Management

Distintive Personalized Service

www.gwmllc.com

Our firm offers tax, financial planning, and investment management services to individuals, corporations, and small businesses. We provide clients with personal financial services to ensure that client objectives are met.

hours of operation

Sunday closed
Monday 09:00 AM - 05:00 PM
Tuesday 09:00 AM - 05:00 PM
Wednesday 09:00 AM - 05:00 PM
Thursday 09:00 AM - 05:00 PM
Friday 09:00 AM - 05:00 PM
Saturday closed

travel

I travel to my clients
My clients travel to me
I meet with clients over the phone or internet

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense
Partnership or corporation audit defense

Accounting Services

Preparation of financial statements
Bookkeeping services

Financial Services

Tax & estate planning
Retirement planning

fee structure

Hourly fees

Typical Client Assets

Up to $100K
$100K to 500K
$500K or over


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