Executives

RUSS WERTZ

Founder, CEO

Russ Wertz “It never ceases to excite us—working alongside entrepreneurs and business owners who are full of passion and looking for guidance and assistance. It is a great privilege to contribute to their long-term success and share in their celebratory milestones along the way.”

Russ has been the driving force behind our firm’s success for many years. He never tires of discovering new ways to add value to the business, and he greatly enjoys his role working directly with entrepreneurs, business owners and employees to help them solve problems and reach the level of success they envision.

Career

  • CPA, Price Waterhouse, Newport Beach
  • Founder, Corbin & Wertz, Irvine (1983-2003)
  • Founder, Wertz & Company, LLP, Irvine(2003-Present)

Education & Credentials

  • Bachelors in Business, University of Southern California
  • Masters in Business Administration, California State
    University – Long Beach

Professional & Community Activities

  • Member Board of Directors of Sunwest Bank (Chairman, Audit Committee)
  • Member Board of Directors of Sunwest Bancorp, Inc. (Holding Company of Sunwest Bank)
  • Founding Member, Board of Directors, JSerra Catholic High School, San Juan Capistrano (past Chairman, Audit Committee and Financial Aid Committee)
  • Former member of the Board of Directors and Past President of the Friends of the Santa Ana Zoo
  • Former member of the Board of Directors and past President of the Boys and Girls Club of the South Coast area
  • Former Adjunct Professor, School of Accountancy, California State University – Fullerton

Personal

  • Married to Donna for more than 30 years and blessed with two daughters, Madison and Andrea
  • Supporter of PB+J ministry that produces nutritional supplements for malnourished kids (Africa)
  • Supporter, Trinity Ranch Ministry (Montana)
  • Supporter, Institute for Discipleship Training (Orange County)
  • Supporter, Hoover Institute (Stanford University)
  • Hobbies include spending time with family, golf and church
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Entrepreneurs by Nature. Technicians by Trade. Partners through Trust.