Broker Check
Efrain Moreno, EA

Efrain Moreno, EA

Tax Advisor

Efrain is a graduate of California State University, Pomona, with a Bachelor of Science in Business Administration, specializing in accounting. Efrain has been a licensed tax practitioner since 1993. He brings a depth of knowledge to our tax preparation team, assisting both individuals and business owners.  Efrain believes in helping and educating our clients and their families so they can prepare for the future and thrive.

Efrain enjoys keeping close relationships with his family, friends and clients. He enjoys traveling, playing golf, watching baseball and football. He especially enjoys being a mentor to the younger generations providing direction, guidance to become successful and self-sufficient.

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