Caitlin Sandoval, CPA

CPA, Series 7, Series 66, California life and health insurance license, member of the CalCPA Estate planning committee, Cailtin could be the most respectable of us all. Did we mention her Master's of Accounting from the University of Southern California?

Before Wells Levitt, she worked with the financial advisors of Cetera Financial Group’s 10 national broker-dealers on technical areas of estate planning, wealth transfer strategies, retirement plan distributions and rollovers, employee benefits, and general income tax issues and planning.  She served as the accountant responsible for managing the broker-dealer’s Strategic Partner revenue and forecasting, research and writing memos for the company’s key accounting policies, and general month-end close entries.

Caitlin began her career at RBZ, LLP (now Armamino), a public accounting firm in West Los Angeles, as an audit and tax associate.   California-born, musically-inclined, the scion of an accounting professor, when she's not doing it all -- and we're pretty sure she's not going out of her way for a career metaphor here -- she drives fast cars and runs marathons.

WL Team