Our Expert Team

Meet our dedicated team of professionals

Certified Public Accountant

Joe Gallardo, CPA

With over 30 years of experience in accounting and financial management, Joe Gallardo brings a wealth of expertise to his clients. He has served as Controller and Chief Financial Officer for both for-profit and non-profit organizations, providing strategic guidance and hands-on leadership. Joe holds a California CPA license and is a proud graduate of California State University, Los Angeles. His extensive background ensures clients receive trusted, knowledgeable, and personalized financial solutions.

Professional Advisor

Magdalena Martinez Steele

Magdalena brings over 20 years of experience serving both for-profit and non-profit organizations. A graduate of Cal Poly Pomona with a degree in Accounting, she combines technical expertise with a client-focused approach. Known as a great listener and problem solver, Magdalena is passionate about helping clients achieve their financial goals with clarity and confidence. She values building long-term relationships and takes pride in being a trusted resource for her clients.

Tax Consultant

Fabio Vasco
CPA

Whether as an auditor, consultant, or corporate controller, over the past 30 years, Fabio has gained vast experience working with nonprofits such as community health care centers/FQHCs,retirement communities, foundations, affordable housing developers, and business improvement district (BIDs) clients. Fabio holds a California CPA license and is also a proud graduate of California State University, Los Angeles. Fabio treasures his

relationships with nonprofit organizations and served as board treasurer at a local FQHC health center.