About Us

Noel Dalmacio, CPA/PFS, CFP®, M.S. TAX

President

Noel Dalmacio, CPA/PFS, has over 22 years of public and private experience in the areas of tax compliance, tax planning, accounting and financial planning. He has significant experience within the mortgage broker, real estate, financial, professional service and high-net worth industries. He is also the president of our affiliate firm, D&A Wealth Management, that provides financial planning and investment services to better meet our clients' financial needs.

Noel is a graduate of the University of St. Thomas with a B.S. in Accounting and obtained his Masters in Taxation at Golden Gate University. He also holds a Personal Financial Specialist (PFS) designation exclusively offered to CPAs by the American Institute of CPAs and a Certified Financial PlannerTM designation. Likewise, he also holds securities (FINRA Series 7 & 66) and CA life and health insurance licenses. He is a member of the American Institute of Certified Public Accountants, California Society of Certified Public Accountants and Financial Planning Association.

Sheryl Dalmacio

Office Manager
(949) 336-1345 Ext. 100

Vangie Naniong

Accountant
(949) 336-1345 Ext. 114

Mae Santos

Accountant
(949) 336-1345 Ext. 114

Nora Bisa

Accountant
(949) 336-1345 Ext. 118

Miranda (Ji) Fan

Accountant
(949) 336-1345 Ext. 112

Dann Perez

Administrative Assistant
(949) 336-1345 Ext. 115