Relationship Team

MICHAEL TRANK

Director

“It gives me great satisfaction helping clients achieve their goals, solve problems and being a trusted advisor and friend.”

Mike specializes in personal financial planning, retirement planning and estate planning.  Additionally, Mike provides tax services to individuals, estates and trusts.

Career

  • Practitioner in the accounting industry since 1973
  • Partner, Little & Trank, CPAs and owner Michael Trank, CPA (acquired by Corbin & Wertz in 1999)
  • Partner, Corbin & Wertz, Irvine (Reorganized in 2003 to form Wertz & Company, LLP)
  • Director, Wertz & Company, LLP, Irvine

Education & Credentials

  • Licensed Certified Public Accountant, State of California (1978)
  • Bachelor of Science in Business Administration with emphasis in Accounting, California State University, Long Beach
  • Masters of Business Administration in Taxation, Golden Gate University, San Francisco
  • Certificate of Educational Achievement in Personal Financial Planning, American Institute of CPAs
  • Accredited Personal Financial Specialist (PFS) (1991)

Professional & Community Activities

  • Member, American Institute of Certified Public Accountant
  • Member, California Society of Certified Public Accountants and CalCPA Statewide Personal Financial Planning Committee
  • Member and Past President of the Orange County Estate Planning Council
  • Past President and Board of Directors Member, Irvine Valley College Foundation
  • Member and past Treasurer and Board of Trustee’s Member, Congregation Shir Ha-Ma’alot.
  • Past Board of Directors Member, Families Forward

Personal

  • Married to Terry for over 40 years, has 2 grown daughters.
  • Enjoys acoustic guitar, hiking and outdoors activities, home coffee roasting, photography and travel
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Entrepreneurs by Nature. Technicians by Trade. Partners through Trust.