We are CPA's and Private Wealth Managers*The Pierce Group consists of certified public accountants (CPA's) who, collectively, hold advanced degrees in business management and administration, accounting, and tax (Masters of Taxation). The individuals at The Pierce Group invite you to read through this website to learn more about the firm, as well as take away valuable information for your own use. This website is designed as a helpful resource tool. Please bookmark this site and return to it often for valuable information to assist you toward a healthy financial future! This site contains, among other things, information to assist you with your tax, investment and financial issues. The "newsletter" section is updated monthly to cover current tax and financial issues, as well as frequently asked questions. The "financial tools" section contains interactive financial calculators. The "internet links" section has links to external Websites. Please feel free to contact our managing principal, Randy J. Pierce, CPA with any questions or comments you may have. He would love to hear from you. **Randy Pierce is a registered representative with and offers securities, financial planning and advisory services through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Accounting and tax preparatory services are provided through The Pierce Group. The Pierce Group is not affilated with LPL Financial. CA Insurance License 0D02736. 2030 Main Street, Suite 1300, Irvine, CA 92614 Direct(949)653-1040 Branch(949)260-9090
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The Pierce Group's advisors are committed to helping you secure personal and business financial success. They offer a rare mix of accounting, business, investment, estate and tax planning services that they refer to as Private Wealth Management. The firm's principal, Randy J. Pierce, CPA, has created a multidisciplinary practice integrating a traditional CPA firm (tax planning, compliance and accounting services) with independent personal financial planning, independent fee based asset management and independent insurance services. Mr. Pierce is considered an innovator within the public accounting profession and has been quoted several times in California CPA magazine regarding independent financial planning, investment management, and ethical client service. If you need advisors who can look beyond the obvious, do more than just fill out a tax return, or help you buy a mutual fund,** then you will be excited to have discovered The Pierce Group!