Relationship Team



Brian Mullen “I get my kicks out of helping entrepreneurial individuals solve the problems that keep them from breaking through to the next level.  I believe the foundation stones for a balanced success are honesty, character, integrity, faith, love, and loyalty.”

Brian has worked as a public accounting professional since 2004.  He serves business clients in a wide range of industries, including healthcare, construction, manufacturing, service and real estate.  Additionally, Brian provides his expertise to numerous entrepreneurial and high net worth individuals in growing and maintaining their personal and business enterprises.


  • Staff Accountant thru Tax Principal, Wertz & Company, Irvine

Education & Credentials

  • Licensed Certified Public Accountant, State of California
  • Bachelor of Arts in Business Administration, concentration in Accounting, California State University, Fullerton

Professional & Community Activities

  • Member, American Institute of Certified Public Accountants


  • Married to wife, Gabriela, and blessed with two daughters
  • Passion for music and especially guitar
  • Enjoys racquetball, hiking, basketball, traveling, and reading
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Entrepreneurs by Nature. Technicians by Trade. Partners through Trust.