Broker Check

Our People

Paul Brown - EA, CFP®, CEA

CFO

714-836-5055

Paul has built an extensive tax practice by specializing in individual, corporate and partnership returns, with an emphasis on self-employed individuals. He also provides audit representation, probate and estate planning, retirement...

Read more

Bruce Boyd, CEA

CEO

714-836-5055

Bruce has been President of his own management consulting company for over 25 years. The company specializes in new capital acquisition and business startups. Successful projects have included a state-chartered bank, large office...

Read more

Brandon Boyd - Registered Investment Advisor

714-836-5055

brandon@hpfg.net

Brandon has Bachelor of Science degrees in finance and international business. He honed his business and management skills by running a $1mm hospitality business in the country of Belize for 5 years before coming on-board with Heritage...

Read more

Helen E. Bratter - Tax Preparer, Notary Public

714-836-5055

Helen has over 20 years of accounting experience. She is well versed in preparing returns and financial statements for individuals, partnerships and corporations and handles the bookkeeping and payroll functions of many of our clients.

Read more