About Steven L. Nartker, CFP CPA PFS
At Steven L. Nartker, CFP CPA PFS, we take pride in serving the San Diego, CA community with top-tier accounting and financial services. Our highly skilled team provides confidential, personalized solutions to individuals, small businesses, and corporations. We focus on helping clients strengthen their financial controls, improve forecasting, and maximize profitability with clear, accurate financial data. Whether you're navigating personal finance challenges or complex business needs, we offer guidance tailored to your specific situation.
More about Steven L. Nartker, CFP CPA PFS
Our services go beyond traditional accounting. We specialize in financial forecasting, budgeting, process automation for cost efficiency, accounting software training, and year-end planning. Additionally, we provide financial education on key topics such as tax compliance, investment strategies, business growth planning, and insurance evaluation. If your business requires temporary financial expertise, our team is available for short-term assignments to ensure smooth operations.
Learn more about how Steven L. Nartker, CFP CPA PFS can support your financial success. Call us at 858-675-1533 or request a consultation today to take control of your accounting needs.
Steven L. Nartker, CFP® CPA PFS
Steven L. Nartker, CFP® CPA PFS is a San Diego based Certified Financial Planner and Certified Public Accounting providing investment and retirement planning along with traditional payroll, accounting and tax services to individual and businesses in Southern California. We strive to strike the perfect balance between small, local, attentive service and professional experience and expertise
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, those decisions are vital in helping you pursue your goals. Almost everyone wants to avoid a costly mistake that can alter their retirement vision.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and get in position to benefit from changing conditions. We enjoy helping people put their financial house on a solid foundation for the future.
Qiuying "Jenny" Jin, CPA
Jenny is a Certified Public Accountant. She also plays a key role in assisting our clients with bookkeeping and payroll services. Jenny is also a point of contact in supporting our clients with their web portal access and training.
Brielle Butler
Brielle is likely the voice you hear when you call our office. She is also the contact for anything web portal related (new setups, password resets, etc.).