STEVE ROUSSO established the firm in 1991, having been in a partnership for the previous five years. Steve earned his CPA certificate in 1986, after a four year period of planning, directing and performing accounting and tax engagements.
At the completion of a three year stint in the U. S. Navy, during which Steve saw duty in Vietnam, he went to work for the National Association of Securities Dealers as an auditor of securities broker dealers. In that position, Steve was instrumental in helping close brokers that were not dealing fairly with the public.
From there he transitioned to auditing insurance offices and the very substantial real estate holdings of the Prudential Insurance Company. Steve finished his internal auditing career as a regional audit manager for Wells Fargo Bank. It was while there (in 1980) that he took and passed the CPA exam in anticipation of entering the public accounting profession.
Steve holds a Bachelor of Science degree from UCLA and took extensive additional coursework in accounting and taxation. In addition, Steve has a certificate in Personal Financial Planning from UCLA Extension and has passed the Series 7 and 66 securities license exams.