Team Bio

Guillermo Amoretti, CPA

Co-Founder | Investment & Tax Advisor

17+ years in the tax and financial services industry helping individuals, and  businesses meet their compliance requirements as well as organize and  make sense of their finances.
 
Guillermo  is a Certified Public Accountant licensed in California and an active IRS Enrolled Agent with Amoretti Advisors & a Co-Founder and Financial Advisor with Amoretti Wollman Capital Management. He was an Accounting and Information Systems  Major at National University of Engineering (2006) and attended Grad  School at Santa Clara University (2017).

guillermo@amorettiwollman.com
650-491-4007

We believe that true wealth means having the freedom to say no. Ready to live life on your own terms?