“CPA Financial Advisors Inc. is led by Lynette E. Atchley, the CEO and Managing Director of the firm. She specializes in retirement and tax planning for both individuals and small businesses. She is registered in California to implement those plans using fee-based and commission-based investment solutions such as stocks, bonds, mutual funds, variable annuities, life insurance, long-term care, and disability insurance. Lynette graduated from Cal Poly Pomona with a BS in Business Admin/Accounting and has worked for small and medium-sized accounting firms in the Inland Empire. The team's mission is to get to know and understand your needs, wants, and long-term goals. They want to help you develop, implement, and monitor a strategy to address your situation. They believe in thinking "out of the box" and are unafraid to challenge conventional wisdom in investing and preserving wealth. Their energy, commitment, and efforts are focused on you, the client, and your satisfaction.”
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