Detailed Professional Background

Professional background summary:

  • CERTIFIED FINANCIAL PLANNER(tm) professional and Certified Public Accountant
  • Strategic alliance with Wymac Capital, Inc. which allows us to be able to provide real estate financing / mortgage services
  • 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, financial wealth, and social wealth
  • Licensed under the State of California Insurance Code, license number 0C87485
  • Member of the Financial Planning Association (FPA)
  • Member of the Personal Financial Planning Interest Group of the Orange County/Long Beach Chapter of the California Society of Certified Public Accountants
  • Past professional experience includes years spent at Coopers & Lybrand (now {PricewaterhouseCoopers) and at a local Southern California CPA firm
  • Member of the City of Orange, California Audit Committee
  • Providing independent and objective financial advice
  • Serving clients with integrity and professionalism

 Direct Contact Information:

Dwight Nakata, CPA, CFP(R)

dwight.nakata@genworthrr.com

714 329 5022