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.