About Us

The founder, Mark Olhoeft, has designed a truly unique and first-class service based on 20 years of providing comprehensive tax, investment and financial planning services to individuals and investors.

For the last six years, Mark was the Chief Financial Officer for Seabury Venture Partners in Burlingame, CA. Simultaneously, he was responsible for the management of a Family Office and a Private Family Foundation. The services he provided included all financial, accounting, income tax planning and compliance, as well as investment oversight.

Prior to joining Seabury Venture Partners and his management of the Family Office, he spent 8 1/2 years at The Ayco Company, L.P. in Irvine California where he was a Principal and Senior Account Manager. At Ayco, Mark was responsible for providing comprehensive, professional services which included financial counseling, tax return preparation, asset management and estate planning services.

In addition to the above and early in his career, Mark practiced as a tax associate at Coopers & Lybrand in Newport Beach, California, focusing on a wide range of tax and financial planning issues.

Mark’s professional experience is complemented by an extensive education. He graduated from California State University at Fullerton, Cum Laude with a Bachelor of Arts degree in Accounting and Finance (Securities and Investments). Mr. Olhoeft received his CPA license from the California State Board of Accountancy in May 1985. He was awarded the Personal Financial Specialist Designation from the American Institute of Certified Public Accountants in 2005. The PFS credential was established for CPAs who specialize in personal financial planning and is awarded exclusively to American Institute of Certified Public Accountant members who have demonstrated considerable experience and expertise in that area. As of today, the AICPA has granted only approximately 3,300 CPA/PFS credentials.