Broker Check
Efrain Moreno, EA

Efrain Moreno, EA

Tax Advisor

Efrain, a graduate of California State University, Pomona, holds a Bachelor of Science in Business Administration with a specialization in accounting. As licensed tax practitioner since 1993, he contributes a wealth of knowledge to our tax preparation team, assisting both individuals and business owners. Efrain is dedicated to helping and educating clients and their families to prepare for the future and thrive.

Outside of work, Efrain values close relationships with family, friends, and clients. He finds enjoyment in traveling, playing golf, and watching baseball and football. A passionate mentor, he actively guides and supports younger generations on their path to success and self-sufficiency.


Osaic Wealth Inc. does not provide tax or legal advice.