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(805) 482-4062

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 October 1, 2021

David Folino

David Folino

Enrolled Agent, EA, Tax Consultant & CFP® professional

(805) 482-4062

(805) 482-8910

Jamie Williams

Jamie Williams

Enrolled Agent, EA, Tax Consultant & Financial Services Operations Manager

(805) 482-4062

(805) 482-8910

Patrick Wire

Patrick Wire

Registered Representative, MBA

(972) 375-6692

Kevin Folino

Kevin Folino

Registered Representative

(805) 482-4062

(805) 482-8910

Jennifer Folino

Jennifer Folino

Office Manager

(805) 482-4062

(805) 482-8910

Nicole Maldonado

Nicole Maldonado

Client Services Manager

805-482-4062

805-482-8910

René Smith

René Smith

Remote Administrative Assistant

(805) 482-4062

(805) 482-8910