The IFA Story

Independent Financial Advisors (IFA) began in 2000 when the partners of CPA firm Roorda, Piquet & Bessee, Inc. determined there was a void in the market place for financial planning firms that had the capabilities to address the many financial needs of their CPA clients. IFA began with the acquisition of an established local financial advisory firm and the addition of a staff of CERTIFIED FINANCIAL PLANNER™ professionals.

IFA offers hands-on experience in developing financial solutions and investment strategies for clients in the following areas:

• Investment Management
• Tax Planning
• Business Succession Planning
• Retirement Planning
• Divorce Planning
• Insurance Planning
• Estate Planning
• Education Planning
• Fiduciary Review Services
• Company Retirement Plan Services

Today, IFA is an independent, fee-only wealth management firm providing unbiased advice to families and corporations throughout Southern California.