(650) 358-9000 ext. 1009
With over 25 years of taxation and wealth management experience, Managing Member, Gary Price, has significant experience in assisting clients with various tax needs as well as advising clients on investment strategy and wealth management. He also specializes in mergers and acquisitions, strategic business planning, operational and financial analysis, and capital/investment needs.
Gary is a dual graduate of the University of Florida, receiving his bachelor’s degree in computer science and math in 1969 and a Master of Business Administration in 1971 specializing in accounting. He is licensed as a CPA in the states of California and Florida, and is a Registered Investment Adviser and managing member of SSFFA.
Outside of work, Gary is a true renaissance man. Beside his technical CPA expertise, Gary is a musician, a world traveler, a black belt and a restaurant owner. He has served on the boards of several charities, and is currently on the board of USA/China Cultural Exchange nonprofit.