Benjamin Koala, CPA/PFS, CFP, CLU

Benjamin is an experienced tax and accountant professional with over 15 years of practice. Benjamin graduated summa cum laude with a degree in accountancy and worked for 6 years as an accountant with the County of San Diego. Ben is a Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER™ professional, Chartered Life Underwriter (CLU®), Personal Financial Specialist (PFS™), and real estate agent (DRE #01997240). He is a San Diego native and loves exploring the beautiful outdoors here with his wife and their three children. Ben spends some of his weekends serving as an officer in the California Air National Guard. He is also actively involved with the Chula Vista Rotary