Detailed Professional Background

Brief professional background summary:

  • CERTIFIED FINANCIAL PLANNER(tm) professional and Certified Public Accountant (CPA).
  • Alumni of the UCLA Anderson School of Management MDE Program.
  • Providing services to individuals/entities to assist them in attaining financial and personal goals and develop a life legacy.  "Life Legacy" planning is our philosophy for helping clients establish personal wealth, social wealth, and financial wealth.
  • Licensed under the State of California Insurance Code, license number 0C87485.
  • Member of the Financial Planning Association (FPA).
  • Member of the California Society of CPAs, Financial Literacy Committee.
  • California State University, Los Angeles, Alumni Association, Board of Director.
  • Cal State LA Foundation, Board of Trustee.
  • Past professional experience includes many years with Coopers & Lybrand (now PricewaterhouseCoopers) & as a current partner at a Southern California CPA firm.
  • Member of the City of Orange, California, Audit Committee.
  • Strategic alliance with Wymac Capital, Inc., providing real estate financing services (Mortgage Loan Originator License 321322).
  • Providing independent objective advice through my independent office.

 Contact Information:

Dwight Nakata, CPA, CFP(R)

dwight.nakata@ceterafs.com

714 329 5022 (direct)