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.