650 Alamo Pintado Road
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Partner and Financial Advisor
(805) 688-8719 x2
Aspiring to help people live more abundant lives; William Serritslev, CPA refers to the 8 Wealth Management Issues to assess financial need, develop strategies to pursue goals and strengthen his clients’ financial future.
(805) 688-8719 x3
Mike Norwine joined the firm back in September of 1980 when it was known as Duane E. Serritslev, CPA and has been a member now for over 30 years. He first started his career as a staff accountant with a CPA firm in Encino, Ca. He...
(805) 688-8719 x4
Duane Serritslev is a third generation native of Solvang, California. He and Susie live in Ballard, California across the street from the Ballard School, a historical landmark, which has been in continuous operation since 1883. Duane...
(805) 688-8719 x1