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John Rumbold, EA CFP

Main Number 714-425-7202
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With over ten years of experience, in taxation and financial planning, John Rumbold has been dedicated to helping people with professional services for individual, corporate, and other entity tax returns, advising clients on tax reduction strategies, and personal financial planning.

Prior to opening his business, John held management positions in small closely-held businesses with emphasis on general management, organizational management, business formation and business transitions. He also directed mergers and acquisitions with small to mid-sized firms, which were engaged in industrial technology.

John’s accomplishments encompassed multi-national businesses with world wide interests, including Europe and the Far East.


California Life & Health Insurance License 0C87216

Educational Accomplishments

Certificate in Personal Financial Planning, University of California
MBA, University of Phoenix
BSEE, University of New Haven