About Us
Professional Team
A dedicated team of professionals including:
Thomas Swanson, CEO
Tel: 1-949-644-0063
Tel: 1-800 FUNDS-56 (800-386-3756)
tom@ portfoliostategymgt.com
Thomas Swanson began his career 1979 with Equitable Life of New York,
and specialized in the sales of insurance and securities. During
his career in securities sales, he also worked for various regional
and large broker dealers. For 11 years, he co-hosted a 1-hour daily radio
show “Money Talk” with attorney Monte Korn, where they discussed
money and law. After seeing the need to closely aligning himself
with his clients; in 1992, Tom shifted from sales to becoming an “fee
only” investment advisor representative. In 1996, Tom launched
Portfolio Strategy & Management,, Ltd, a “fee only” registered
investment advisory firm registered with the SEC. Thomas attended Oakland
County CC and Wayne State University, with an emphasis on economics & business
management.
Rudy Baron, CPA CFO
Tel: 1-949-640-0058
rudy@ portfoliostategymgt.com
Rudy Baron has been a CPA since 1965. He started his accounting career with PricewaterhouseCoopers and later was a partner with Moss Adams, a Seattle based regional firm. In 1976, he founded a five partner Newport Beach based firm and, in 1981, he formed Baron Accountancy Corporation. In 2005, he joined with Roy Goodrich to establish Goodrich-Baron-Goodyear LLP, with offices in Long Beach and Newport Beach, California.
His expertise is in the areas of individual, corporate, partnership
and fiduciary taxation. He services clients in manufacturing, distribution,
professional services, real estate and a variety of high growth closely-held
businesses. Rudy is a graduate of the University of Southern California.
Member of AICPA
and CSCPA.
