Team

Peter Prescott  

Peter D. Prescott, CPA, PFS

Certified Public Accountant (CPA)
Personal Financial Specialists (PFS)
Accredited Investment Fiduciary (AIF®)
Masters in Taxation
Founder - Prescott Tax & Wealth Management

30+ Years… Expert Qualifications… Real World Experience

World Class Accounting Training
Peter Prescott, a University of California at Berkeley graduate, was rigorously trained as a CPA at one of the world’s premier firms, Price Waterhouse (now PricewaterhouseCoopers). Peter honed his skills working with Fortune 500 level companies like Baskin Robbins and Lloyds Bank.

Advanced Tax Degree
There is a canyon sized gap between knowing how to fill out forms and truly understanding the nuance application of tax law. With a Masters Degree in Taxation, Peter combines the rigors of keen expertise in specific tax laws with the practical experience of real life implementation.

Nationally Acknowledged Financial Designations
Peter’s expertise extends well beyond a steep tax background. He holds a Personal Financial Specialist (PFS) issued by the American Institute of Certified Public Accountants and is received a certificate under UCLA’s Personal Financial Planner program. He is also Accredited Investment Fiduciary® (AIF) which is focused on issues for trusts, 401k, pension plans and other situations involving fiduciary expertise.

Working with Top Shelf Financial Experts
Scholastic excellence is one thing. The capacity to apply academic training and theories effectively to the reality of actual situations or problems is a difference maker. It is an ability greatly valued in the real world. In fact, Peter spent a good portion of his career working closely with and training many of the top financial professions across the country in various aspects of tax efficient investing and planning. His clients today still benefit from the extensive of network of tax, legal, investment and other wealth management experts with whom Peter has collaborated with for three decades now.