Dwight Nakata, CPA, CFP(R) - La Palma, California

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Profile of Dwight Nakata, CPA, CFP(R)

Dwight Nakata, CPA, CFP(R), is a distinguished financial planner based at 6 Centerpointe Dr #700, La Palma, CA 90623, United States. With a professional background that emphasizes financial planning, Mr. Nakata offers comprehensive services tailored to meet the diverse needs of his clients. His professional credentials, including CPA (Certified Public Accountant) and CFP(R) (Certified Financial Planner Registered), underscore his expertise in managing personal and business finances effectively.

For those seeking financial guidance in La Palma or surrounding areas, Dwight Nakata's contact information is readily accessible. Clients can reach him via phone at 7143295022. His business is also well-established online, with a professional presence at smartwealthadvice.com, where potential clients can learn more about his services and experience his expertise firsthand.

One of Mr. Nakata's notable features is his commitment to accessibility and inclusivity. His office at 6 Centerpointe Dr is wheelchair-accessible, ensuring that all clients, regardless of mobility, can comfortably visit his premises. The entrance is also designed with accessibility in mind, wheelchair-accessible, demonstrating his dedication to serving a wide range of clients.

For those considering scheduling an appointment with Dwight Nakata, it is highly recommended to do so in advance. This ensures that clients receive the attention they need and can plan accordingly. Despite the absence of customer reviews on Google My Business, which indicates 0 reviews with an average opinion score of 0/5, Mr. Nakata's office maintains a professional and welcoming environment aimed at delivering exceptional financial advice.

Dwight Nakata's specialties as a financial planner are centered around providing personalized financial strategies that cater to individual and family needs. His services likely encompass a broad spectrum of financial planning topics, including but not limited to retirement planning, estate planning, tax optimization, investment advice, and risk management. As a CPA and CFP(R), he brings a dual perspective of accounting expertise and financial planning knowledge, positioning him as a versatile advisor in the field.

For potential clients interested in exploring financial planning services in California, Dwight Nakata's profile presents a professional and accessible option. His commitment to accessibility, combined with his robust qualifications and professional online presence, makes him a notable figure in the financial planning community. However, prospective clients are encouraged to seek further reviews or information to better assess his services and compatibility with their financial goals.

Key Features and Services

- CPA & CFP(R) Qualifications: Demonstrates extensive knowledge in both accounting and financial planning.
- Wheelchair-Accessible Office: Ensures inclusivity for all clients.
- Personalized Financial Planning: Tailored advice for individual and family financial needs.
- Professional Online Presence: SmartWealthAdvice.com offers insights into services and expertise.
- Appointment Scheduling: Recommended to ensure client attention and preparation.

Location and Accessibility

Mr. Nakata's office is conveniently located at 6 Centerpointe Dr #700, La Palma, CA 90623, providing easy access for clients in the area. The office's wheelchair-accessible features and entrance reflect a commitment to serving clients with diverse needs, ensuring a welcoming environment for everyone.

Contact Information and Appointments

For those wishing to connect with Dwight Nakata, his contact details are readily available. Clients can reach out at 7143295022 for inquiries or to schedule a consultation. Given the absence of reviews on Google My Business, potential clients might consider reaching out directly to inquire about his approach and compatibility with their financial objectives.

Recommendations for Prospective Clients

While Dwight Nakata's online presence and review count are limited, his professional qualifications and office accessibility make him a viable choice for anyone seeking financial planning services. Prospective clients should consider the following steps before engaging his services:
- Review his official website, smartwealthadvice.com, for detailed service descriptions and client testimonials (although currently, reviews are scarce).
- Confirm his availability through direct contact to ensure an appointment can be scheduled.
- Prepare questions regarding specific financial concerns to discuss during the consultation.

In summary, Dwight Nakata, CPA, CFP(R), offers specialized financial planning services in a wheelchair-accessible office, emphasizing personalized care and professional expertise. While reviews are limited, his qualifications and accessible location present a solid foundation for clients seeking reliable financial guidance in California.

Summary

Dwight Nakata, a CPA and CFP(R) based in La Palma, CA, provides tailored financial planning services in an accessible office environment. Despite limited online reviews, his professional credentials and commitment to accessibility make him a reputable choice for financial advice.

Keywords

["Dwight Nakata", "CPA", "CFP(R)", "Financial Planner", "La Palma", "Accessible Office"]

Word Count

342

Quality Score

8

Has HTML Tags

true

Language Used

en

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