Our principals, Richard Nolan & Troy Koepplin, have a combined 33 years experience helping individuals and families plan for the future.
They launched San Diego Tax & Financial Associates to provide trusted advice and financial solutions to help you reach your short and long-term goals.
What Makes Us Different
- We focus on building relationships with our clients. We listen, we get to know you, and then we provide advice specific to your needs.
- We emphasize trust and integrity to foster a long-term and mutually beneficial relationship with you.
- We focus on tax efficient investment strategies, not just charts, graphs and monthly statements.
- As Enrolled Agents, we understand tax law and the tax consequences of investing. This sets us apart from brokers, insurance agents, and other investment professionals.
- We are independent, not part of a large firm with sales quotas and contests.