Hi! My name is Joel and with nearly a decade of accounting experience, I've worked as the MCA (CFO) for several Keller Williams franchises in Long Beach, CA, Huntington Beach, CA, Newport Beach, CA, Encino-Sherman Oaks, CA, and Omaha, NE!
Working through many market shifts in the competitive market in Southern California,
I've learned from top teams and top agents in the world, the importance of budgeting and goal planning and how to stay ahead of the game.
As Chief Financial Officer, I've worked with over 1000 real estate agents covering over 7 Billion in sales volume.
My team and I service several industries including real estate, construction, e-commerce(Amazon/Shopify/Pay-pal), and ALL small businesses!
