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

Enrolled Agent, EA, Tax Consultant & CFP® professional

(805) 482-4062

(805) 482-8910

David@folinotax.com

Brad Hooks

Enrolled Agent, EA, Tax Consultant & CFP® professional

(805) 482-4062

(805) 482-8910

Brad@folinotax.com

Jamie Williams

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

(805) 482-4062

(805) 482-8910

Jamie@folinotax.com

Patrick Wire

Registered Representative, MBA

(972) 375-6692

Patrick@folinotax.com

Kevin Folino

Due Diligence Manager

(805) 482-4062

(805) 482-8910

Kevin@Folinotax.com

Jennifer Folino

Office Manager

(805) 482-4062

(805) 482-8910

Jennifer@folinotax.com

Nicole Maldonado

Client Services Manager

805-482-4062

805-482-8910

Nicole@folinotax.com

René Smith

Remote Administrative Assistant

(805) 482-4062

(805) 482-8910

Rene@folinotax.com

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

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