Ask the Money Doctor

    Michael Trank, CPA. PFS
                                            Wertz & Company, LLP w 5450 Trabuco Road, Irvine, CA  92620

Duties & Responsibilities
Mr. Trank has overall responsibility for Financial, Trust and Estate services at Wertz & Company, LLP a full-service CPA firm with office is Irvine and Long Beach California. Mike specializes in personal financial planning, pre- and post-retirement planning, investment strategy and estate planning. Additionally, Mr. Trank provides tax services and business consulting.

Professional Experience
Mr. Trank has been practicing in the accounting profession since 1973, including 9 years with Little & Trank, CPAs, Irvine. At Little & Trank, he was responsible for directing the firm’s personal financial planning services for high net worth individuals, business owners and corporate executives.

Education and Credentials
Mr. Trank is a Certified Public Accountant in the State of California. He earned a Bachelor of Science Degree from Cal State University, Long Beach and Masters of Business Administration Degree in Taxation from Golden Gate University, San Francisco. In addition to being a CPA, Mr. Trank is a Personal Financial Specialist “PFS” accredited by the American Institute of Certified Public Accountants.

Professional & Community Activities
Mr. Trank is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants and serves on the statewide personal financial planning committee. He is also serving as first Vice President of the Orange Coast Estate Planning Council. Mr. Trank has served the community as past President of the Irvine Valley College Foundation and past Board of Trustee’s Member and treasurer of Congregation Shir Ha-Ma’alot in Irvine.  Mr. Trank also developed and taught a course on Personal Financial Management for Seniors at Irvine Valley College.