5012 Central Avenue,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Certified Public Accountant, Enrolled Agent, Financial Advisor, Insurance License #0728219, Real Estate License #00849561
Bobbi’s professional career has spanned a wide range of financial roles and responsibilities, including overseeing over $1.5 billion of the County of San Diego’s budget and acting as the chief negotiator for contracts involving hundreds of millions in public funds.
After retiring from government service, Bobbi took time to travel, play lots of tennis, and taught skiing for a few seasons at Mountain High. When his youngest son, Benjamin, wanted to become an accountant, Bobbi joined him in college to give him some competition. They both graduated summa cum laude with degrees in accountancy, obtained their CPA licenses, and formed Koala Financial to help business and individual clients with all their income tax, accounting, and financial planning needs. Bobbi is working on fluency in Spanish.
Bobbi’s professional passion is helping and guiding our clients become financially secure and independent through tax-advantaged strategies and investments, while supporting a family-centered office environment.
Ben graduated summa cum laude with a degree in accountancy and worked for six years as an accountant with the County of San Diego before founding Koala Financial with his father. Ben is a Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER™ professional, Chartered Life Underwriter (CLU®), Personal Financial Specialist (PFS™), and real estate agent (DRE #01997240). He is a San Diego native and loves exploring the beautiful outdoors here with his wife and their three children. Ben spends some of his weekends serving as an officer in the California Air National Guard. He is also actively involved with the Chula Vista Rotary Club.
Alexander Wymore earned his master’s degree in business with a perfect 4.0 GPA while serving as a captain in the Army. He retired from the military to turn his management and leadership skills toward accounting, financial planning, and business development. He cares deeply about the success of each of our clients.
Veronica earned a B.S. in accounting from ITSon. She began her career as an associate at KPMG before becoming the chief accountant and manager of a private accounting firm. She joined Koala Financial to focus her work on public accounting and financial planning. She is fluent in Spanish. Koala Financial is fortunate to have such a talented and caring professional on board.
Office Administrative Manager
Sandra is the heart of our office. She knows and cares for every client, making sure that each gets the time and service they need. She manages our quality control – reviewing, compiling, transmitting, and archiving client returns and documents. She keeps everything working smoothly here. Sandra is fluent in Spanish.
Diego is our accounting specialist. The youngest member of our staff, he is working on a master’s in accountancy. He recently passed the first of three enrolled agent exams, which demonstrates a thorough knowledge of the tax code. Diego keeps us technologically up to date during a time when this is a critical need for successful business operations.