EMPOWERING BUSINESS OWNERS TO SUCCEED
Helping you plan a bright future!
Helping you plan a bright future!
517 SOUTH AVENUE MONROVIA CA 91016, US
We invite you to this second cpas connection event where we will teach you about tax strategies to grow your business.
517 SOUTH AVENUE MONROVIA CA 91016, US
HOW DID THIS BIG FAMILY START?
Raised in a small village in the Andes Mountains of Perú, Tania immigrated to the United States without a penny. Over the past 18 years, she has developed a successful finance and insurance practice.
She graduated with a master's degree in Finance from Azusa Pacific University, then founded Herbert Financial Group to consult businesses in the areas of tax strategy, financial planning, business coaching, insurance needs, and asset protection.
In October 2017, Tania was nominated as a prominent character in the Los Angeles Hispanic Community by the organization ACUDE. Tania contributes to several non-profit organizations, including "Lending Hope" where she sits on the Board of Directors.
Tania continually supports and sponsors different organizations that help highlight diversity, culture and most importantly to underserved children in developing countries. Sharing her personal plight, Tania authored and released the book "Success without Borders" in June 2017.
Today, Herbert Financial Group is experiencing rapid growth by honoring their mission of "Empowering Business Owners". Tania's vision and drive stem from her personal and professional passions for helping business owners thrive, especially in the Hispanic Community.
Herbert Financial Group is a full-service business hub for early stage startups, small businesses, and large corporations. We work to keep businesses one step ahead of the complex financial demands of today. Our specialized advisors have one goal in mind: to help our clients retain their assets using tax efficient and insurance strategies.
We provide small business tax strategies, CFO consulting, 401k, and strategic analysis to better optimize your company's financial standing and to generate more profits.
We find revenue-generating solutions for employee benefits and business risk assessment to minimize taxes and retain company assets.
Dedicated team of highly skilled financial representatives helping business owners in the community specialized in Pension Plans, 401k, Profit Sharing, and Cash Balance Strategies.
Is there a formula for success? A school? A book? A method that guarantees us success? If there was one, we would first have to define what success is. While writing this book I have discovered that each person has their own opinion about what success means. For some, it is money and material belongings, for others fame and prestige, for some it is happiness and for others, it is simply helping out a fellow human being. I think that every person sees success from their own scale of values, but what they all have in common is that whatever objective they have set, they have achieved. “Success Without Borders” is a compilation of stories about extraordinary people who came to the USA with nothing and became very successful.
Guardian and its subsidiaries do not endorse or have any direct or indirect responsibility with respect to the book Success Without Borders.
Watch her inspiration and interviews with the book contributors!
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax strategies, as well as insurance needs.
You should meet with us to review your plans every five years, or before any major life transition.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
517 South Ivy Avenue, Monrovia, CA 91016, US
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