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Personal Financial Planning

For All Your Financial Planning Needs

At Pierre Accounting, we understand that everyone’s financial goals differ. Whether you want to save money, invest, or create an overall strategy to achieve those goals and more, we can help create a personalized plan to help you do so. With decades of combined experience, we have the expertise to get you wherever you want to go.

Our Financial Planning Philosophy

We value collaboration over competition. Why? Because working together accomplishes financial goals faster and easier than competing. If you have a financial advisor you’re currently working with, we’re happy to join forces to better serve your financial needs. Your personal finances are all that matter. We don’t compete for your business. We make our services invaluable so we never need to.

Financial planning is our passion. We love teaching clients how to invest both pre- and post-taxes to save for all sorts of life milestones. Whether you’re looking to set aside money for retirement, or save for your teenager’s college fund, we can help.

Why Choose Our Financial Planner

Money management terrifies most people. We’re not “most people.” We take the fear out of finances by approaching them intelligently and intuitively with unparalleled experience and expertise. We make financial planning easy and profitable for everyone.

Experience Matters

When tending to any aspect of financial planning, the most important consideration is experience. You want someone who knows taxes and finance and has the track record and clients to prove it. You want Pierre Accounting.

Your Needs, Our Service

Understanding that clients have different needs and goals is key to offering invaluable financial guidance. There is no overarching formula here for success. Your finances are unique to you, just as our financial planning is tailored to your benefit.

About Eric Pierre

Eric Pierre is a certified CPA with a long-established career in the tax and finance industry. His knowledge of and expertise in those areas is only eclipsed by his passion for people. He loves nothing more than to help both individuals and businesses not only save money on taxes, but also achieve their most ambitious business goals.

Our Firm
Meet Eric Pierre

Testimonials

Eric is a one-of-a-kind breed. He networks and gives referrals, so I termed the expression ‘social CPA.’ Everybody loves Eric… he’s a great guy. I also moved my accounting over to Eric – and I’m extremely knowledgeable, I run tax practices. He knows his stuff. I would highly advise you to start working with Eric.”

Bob Friedenthal
Owner | Edge Up Networks

We hired Eric Pierre to do a review of our current taxes, and he found mistakes and got us refunds that we were supposed to receive from 2014. So I just want to invite you to do the same. Don’t think that you have the perfect tax process. Just make sure that you make a review appointment with him and he can give you an opinion if he sees any problems.”

Fran Herrera
Owner | Sharp Cash Solutions, LLC

It’s really important to me that I trust someone who I’m going to give my business to. So when preparing for my taxes, my colleague recommended Eric Pierre. He’s exceeded my expectations. Eric actually goes out of his way to meet his clients, rather than the other way around.”

Adam Cato
Realtor | California Listing Services

“I originally met with Eric to help me with my taxes, and he actually helped me run my business a little bit better. He suggested a few things that I could improve. I was so satisfied with his work that I actually referred him to a couple of my clients, which in turn, actually gave me more business.”

Oneida Franco
President | Franco Blueprint, Inc.
Read The Reviews

Schedule a Consultation

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