Broker Check

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

Brad  Hooks

Brad Hooks

Enrolled Agent, EA, Tax Consultant & CFP® professional

(805) 482-4062

(805) 482-8910

Jamie  Williams

Jamie Williams

Enrolled Agent, EA, Tax Consultant

(805) 482-4062

(805) 482-8910

Kevin  Folino

Kevin Folino

Due Diligence 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