Broker Check
John O'Brien, CPA

John O'Brien, CPA

Affiliate Investment Advisor - Foothill Ranch, CA

Proper financial planning is a critical aspect to one’s wealth generation and preservation. Our firm provides complete financial services to help you reach your financial goals.

Baroldi & Associates is a full service CPA firm providing a broad range of services in the areas of accounting, auditing, consulting, financial services and taxation. Our staff consists of highly qualified individuals with diverse experience and backgrounds who are continuously learning and applying their technical skills while working as part of a team.
Major clients include companies and institutions in technology, construction, manufacturing, nonprofit, financial, legal, medical, real estate, management and service industries. Our goal is to guide our clients in a manner consistent with their personal and business objectives.

Since our firm consists of both CPAs as well as FINRA registered financial planners, we are uniquely positioned to partner with our clients to provide services and expertise beyond those of a typical accounting firm.

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