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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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Jay is the founding partner of Monterey Wealth. His philosophy is based on three key values: provide well-thought out advice, involve the right resources at the right time for each client, and always deliver “raving fan” service.
Jay has a diverse background that includes corporate finance, taxation, accounting, investment analysis, and executive benefits consulting. He has an accounting degree from The University of Alabama and a Masters degree in taxation from The University of Texas, obtained his CPA license in Georgia (no longer active), and obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2007. He gained his business experience working at Ernst & Young, Genuine Parts Company (owner of Napa Auto Parts) and other entrepreneurial organizations.
Jay is married, has two sons, lives in Sandy Springs, & enjoys cooking, golf, and community involvement. He is involved in a number of organizations including North Springs High School Baseball Booster Club, Temple Sinai Endowment Committee, and Epstein School Foundation Investment Committee
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