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Come experience a personal “hands-on” solution to your
financial needs.

We are a team of professionals eager to help you plan for all the various areas of your finances. Folino Tax & Financial is uniquely positioned to assist you in your goals.

As of July, 2026

Meet The team

David Folino

David Folino

Enrolled Agent, EA, Tax Consultant & Certified Financial Planner® professional

(805) 482-4062

(805) 482-8910

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Kevin Folino

Kevin Folino

Enrolled Agent, EA, Tax Consultant & Certified Financial Planner® professional

(805) 482-4062

(805) 482-8910

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Patrick Wire

Patrick Wire

Registered Representative, MBA, CRPC™, ChSNC®

805-482-4062

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Jamie Williams

Jamie Williams

Enrolled Agent, EA, Tax Consultant & Operations Manager

(805) 482-4062

(805) 482-8910

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René Smith

René Smith

Administrative Assistant

(805) 482-4062

(805) 482-8910

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Nicole Maldonado

Nicole Maldonado

Client Services Manager

805-482-4062

805-482-8910

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