John R. Antonini and Orlando J. Antonini, the principals of our firm, are talented and experienced financial improvement specialists with a long track record of successfully coaching clients in a wide variety of business and personal financial environments.

Both possess prolific knowledge and skill in the interpretation and translation of financial data into creative and effective strategic plans. Their cutting-edge talent as financial improvement specialists brings out the extraordinary in their clients' financial accomplishments and life successes.

They understand the emotional issues and stresses surrounding personal and business financial matters. With tried and true, real-world experience, they educate, train, and coach their business and individual clients through even the most difficult and confusing financial concepts and decisions.

The following is a partial list of their exemplary qualifications:

• Licensed in the State of California with the the following specialized marks and designations:
  • Certified Financial Planner (CFP®) by the College for Financial Planning
  • Qualified Financial Planner (QFP) by the International Association of Qualified Financial Planners
  • Personal Financial Specialist (PFS) by the American Institute of Certified Public Accountants
  • Registered with the State of California, Department of Justice for Conservator, Guardian and Trustee services

• More than 50 combined years experiece in their field
• Founded 26 businesses in the following areas:
• Accounting
• Banking
• Construction
• Data Processing
• Farming
• Import (operations in China)
• Real Estate Development
• Real Estate Management
• Restaurants
• Wholesale Grocery
• Helped in the development of the State Society "Personal Financial Planning Division", requiring fee-only consulting
• Wrote "The Loan Book", used by banks such as Wells Fargo, Bank of America and First Interstate as a training guide on the various ins and outs of obtaining loans

• Co-authored "Business Person's Guide to Taxation in the 90's: Starting and Running Your Own Business"

We are here to help you reach your Everest. More importantly ... we will work with you to keep you there. It can be an extraordinary journey.

Are you ready to go?

Get started today by taking any of the following actions:

1. Call us at (707) 524-8130 or (415)353-5680
2. Participate in our comprehensive, private online assessment to receive a professional financial improvement report and action plan
3. Use our online contact form to be contacted via email

We look forward to the possibility of working with you!