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FULL FINANCIAL SERVICES

About Us

Mofrad Financial Solutions is a full-service financial firm based in Los Angeles, California. 

With nearly 30 years of experience, our team specializes in working with individuals and business owners to meet their ongoing tax, investment and Medicare needs. What sets our firm apart is our tailored approach to clients, providing them the knowledge and financial tools to succeed. Members on our team speak six languages, including English, Spanish, Mandarin, Cantonese, Farsi and Thai.

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Expert CPA for all of your tax, accounting and valuation needs

ABOUT US

Ed Mofrad

CPA, CVA

Ed Mofrad is the president and founder of Mofrad Financial Solutions. The firm specializes in Tax, Investments, Business Valuation and Medicare.

Prior to establishing the firm in 1996, Mr. Mofrad was a federal government agent with the Internal Revenue Service (IRS). Before the IRS, he was an Auditor with the Defense Contract Audit Agency. His private industry experience includes working as a Senior Consultant with Ernst & Young (Bangkok), and as a Security Analyst with Sun Hung Kai (Bangkok).


From a family of pedagogues, and born with a natural love of teaching, Mr. Mofrad’s teaching resume includes instructing at Bangkok University, and as an adjunct in his Alma Mater, California State Polytechnic University, Pomona, where he earned his BS in Accountancy, and his MBA with a concentration in Finance.

Milton Rodriguez

SVP, Financial Advisor

Milton Rodriguez is a CERTIFIED FINANCIAL PLANNER™ practitioner and an IRS Enrolled Agent (EA). He graduated from California State University, Northridge with a Master of Science in Taxation.

 

Milton serves as a Senior Vice President at Mofrad Financial Solutions and works with business owners by blending tax strategies with financial planning to value beyond tax preparation. He joined Mofrad Financial Solutions in 2017 and has worked with hundreds of clients throughout his tenure. In his free time, Milton enjoys rock climbing and hiking.

Milton Rodriguez - SVP, Financial Advisor

Certified professionals to help you succeed

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