ABOUT US
Practice & Experience
Amoretti Advisors is committed to enabling professionals, businesses, and individuals to excel financially. We merge our CPA, tax, and C-Level advisory expertise with Intent Investment Management's investment acumen.
Our goal is to provide a unified, innovative approach to finance and investment management, focusing on wealth creation and a personalized experience that aligns with your aspirations for a financially secure and fulfilling life.
IIM PARTNERSHIP
The partnership between Intent Investment Management (IIM) and Amoretti Advisors represents a comprehensive collaboration tailored to the diverse financial needs of self-employed professionals, businesses, and affluent individuals and families. This alliance synergizes IIM's investment advisory expertise, including retirement and financial planning, with AA's profound capabilities in Certified Public Accounting, Tax Planning, and strategic CFO Consultancy. Our combined approach is designed to offer a unified and in-depth strategy for managing tax, finance, and investment affairs. We are dedicated to not only building wealth but also creating a lasting legacy that embodies your professional achievements, business success, and personal aspirations.
Experienced Advisors
Benefit from over 35 years of combined expertise in accounting and investment management with our team of seasoned advisors. Our extensive experience ensures that you receive knowledgeable guidance, honed through years of industry practice, enabling us to navigate even the most complex financial landscapes with confidence and precision.
Integrated Approach
Eliminate the complexity of coordinating with multiple financial specialists. Our integrated approach brings together expert advice across all financial areas in a single meeting, ensuring a cohesive strategy for your finances. This not only streamlines the process but also saves your valuable time, ensuring that every decision is made in harmony for the betterment of your financial future.
Tech-Forward Solutions
Our services are executed swiftly and securely, from a user-friendly online client portal for your confidential documents to efficient trading and reporting platforms. This technological edge not only ensures the security of your financial data but also enhances the efficiency and effectiveness of our services, keeping you ahead in the fast-paced financial world.
MEET THE TEAM
Guillermo Amoretti, CPA
Investment & Tax Advisor
17+ years in the tax and financial services industry helping individuals, and businesses meet their compliance requirements as well as organize and make sense of their finances.
Guillermo is a Certified Public Accountant licensed in California and an active IRS Enrolled Agent with AMORETTI ADVISORS & a Co-Founder and Financial Advisor with INTENT INVESTMENT MANAGEMENT. He was an Accounting and Information Systems Major at National University of Engineering (2006) and attended Grad School at Santa Clara University (2017).
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guillermo@amorettiadvisors.com
650-491-4007
Justin Wollman
Investment & Tax Advisor
19+ years in the financial services industry, specializing in guiding businesses and individuals through the journey of wealth accumulation, preservation, enjoyment, and transfer.
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Justin is a Tax Advisor with AMORETTI ADVISORS & Co-Founder & Financial Advisor with INTENT INVESTMENT MANAGEMENT. He has a BSE in Business Administration with an honors concentration in Financial Services and a minor in Economics from Saint Mary’s College of California (2004) and a MBA with a concentration in Finance from Santa Clara University (2010).
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415-717-2661