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Howard Hertz, EA, CFP®, RFC™
Financial Advisor
Office: (925) 469-1040
howard.hertz@trivalleytax.com Tax Only
Sheryl Hertz, EA, ATP, ATC
Tax Advisor
Office: (925) 469-1040
sheryl.hertz@trivalleytax.com Tax Only
Laura Walsh, CRTP
Office Manager
Office: (925) 469-1040
laura.walsh@trivalleytax.com Tax Only
howard.hertz@trivalleytax.com
Sheryl Hertz, EA, ATP, ATC
Tax Advisor
Office: (925) 469-1040
sheryl.hertz@trivalleytax.com
Laura Walsh, CRTP
Office Manager
Office: (925) 469-1040
laura.walsh@trivalleytax.com
We can help take some of the mystery out of preparing for your financial future.
BUSINESS PLANNING
Insight and information for employers and employees.
INVESTMENT STRATEGY
Let us provide you with the guidance that can help you understand and better define your financial goals. (Investment and financial planning services are offered by Howard Hertz through his affiliation with Cetera Financial Specialists.)