High-Income Tax Strategy & Personalized Financial Services in San Marino, CA
Tucked between Pasadena and the San Gabriel Mountains, San Marino is one of the most prestigious residential communities in Southern California. With its tree-lined streets, iconic estates, and top-rated schools, the city is home to professionals, investors, and families who value excellence—and expect the same from their financial team.
At Mofrad Financial Solutions, we specialize in working with high-net-worth individuals and established professionals in San Marino who want more than basic tax preparation.
We offer proactive planning, intelligent strategies, and tailored financial support that reflects the complexity of your income, assets, and long-term goals.
If you're looking for an experienced team that can offer discretion, insight, and expert guidance—you’ve found it.
Why San Marino Residents Choose Mofrad Financial Solutions
With wealth comes complexity. Our clients in San Marino often have multiple income streams, real estate holdings, business interests, or legacy planning needs that require a deeper level of financial expertise.
At Mofrad Financial Solutions, we approach every client relationship with strategy and care. Here’s why San Marino professionals, families, and retirees turn to us:
We offer holistic planning, not just year-end number crunching
Every solution is customized to your lifestyle, goals, and risk tolerance
We stay ahead of changing tax codes that impact high-income earners
You get access to a seasoned team, including former IRS professionals
All conversations are private, respectful, and judgment-free
Financial Services for San Marino Clients
We offer white-glove service tailored to the needs of San Marino’s financially sophisticated residents—whether you need support for your personal finances, your family office, or your business.
Advanced Tax Planning for High-Income Individuals
Our approach goes beyond filing—it's about foresight. We look at your entire financial picture and create tax strategies designed to protect your wealth while staying compliant at every level.
Estate & Trust Planning Coordination
We work alongside your estate attorney or wealth manager to ensure your tax planning aligns with your legacy goals—whether that means trust structuring, asset gifting, or charitable contributions.
Income Structuring & Investment Tax Strategy
From K-1s and dividends to capital gains and RSUs, we help you minimize tax liability across diverse income types while keeping your reporting accurate and timely.
Real Estate Tax Strategy
Own multiple properties or investment real estate? We offer strategic guidance on depreciation, passive losses, 1031 exchanges, and how to maximize deductions on your holdings.
Business Tax Support for Professionals
If you’re a business owner or incorporated professional (such as a doctor, attorney, or consultant), we help you navigate entity setup, quarterly filings, and long-term tax efficiency.
Retirement & Transition Planning
Thinking about the next chapter? We provide insight on when and how to retire, how to draw down tax-advantaged accounts, and how to preserve capital across generations.
Mofrad Financial Solutions Staff
Ed Mofrad
Milton Rodriguez
Zongmao Wu
Life in San Marino, CA
San Marino offers a level of elegance and tranquility that’s rare in the greater Los Angeles area. Known for its stately homes, the Huntington Library and Gardens, and its highly ranked public schools, the city attracts professionals and families who expect the best—and that includes their financial partners.
Many homes here date back to the early 20th century, and the residents are often long-term property owners, business leaders, and successful professionals who value privacy and precision in their financial affairs.
We understand that our clients in San Marino aren’t just looking to "get their taxes done"—they’re seeking an advisor who can keep pace with their ambitions, their complexity, and their values.
What It’s Like to Work With Our Team
At Mofrad Financial Solutions, our focus is on building trusted, ongoing relationships. We’re here to listen, advise, and act on your behalf with the same level of detail and care you’d expect from your legal or investment team.
Here’s what makes us a trusted financial partner for San Marino residents:
Proactive communication and year-round availability
Seamless coordination with your attorney or financial advisor
A discreet, no-pressure environment where your goals come first
Expertise in complex tax scenarios, including foreign income and estate matters
Long-term relationships based on trust, transparency, and results
Call 213-388-8400 to book your free consultation with our team.
Expert financial solutions for your goals. You can count on us.
Frequently Asked Questions
Do you offer tax services for clients with multiple income streams?
Yes. We frequently work with individuals who have W-2 income, investment earnings, business revenue, and other sources that require careful tax strategy.
Can you coordinate with my existing wealth advisor or attorney?
Absolutely. We’re happy to collaborate with your broader advisory team to ensure a unified financial strategy.
I’m planning to retire in the next few years. Can you help?
Yes. We help clients in transition plan for tax efficiency during retirement, including account drawdown strategy and Social Security timing.
Do you work with real estate investors?
Yes, we work extensively with clients who own residential, commercial, or rental properties—helping them plan around depreciation, gains, and long-term tax impact.
How secure is your client communication process?
Security is a top priority. We use encrypted portals and secure systems to share files, complete returns, and communicate throughout the year.