Mofrad Financial Solutions of Monterey Park

Mofrad Financial Solutions of Monterey Park is a Financial Planner in Monterey Park, CA. The firm provides tax, bookkeeping, investment, and Medicare services to individuals and small to medium-sized businesses. With nearly 30 years of experience, the team specializes in tailored financial solutions, including business valuations, payroll, corporate formations, and audit defense. The firm serves clients nationally and internationally, with a specific focus on international tax services. It holds a rating of 4.80 based on customer reviews.

Ed Mofrad, a CPA and CVA, is the president and founder of the firm, which he established in 1996. Prior to founding the practice, Mofrad served as a federal government agent with the Internal Revenue Service and worked as an Auditor with the Defense Contract Audit Agency. His private sector experience includes roles as a Senior Consultant with Ernst & Young in Bangkok and as a Security Analyst with Sun Hung Kai in Bangkok. Mofrad earned his BS in Accountancy and an MBA with a concentration in Finance from California State Polytechnic University, Pomona. The firm’s team speaks six languages, including English, Spanish, Mandarin, Cantonese, Farsi, and Thai, allowing them to assist a diverse client base. The firm offers free consultations and operates Monday through Friday from 9am to 5pm.

The office is located at 1111 Corporate Center Dr STE 305. It sits on Corporate Center Drive, approximately 0.2 miles from the Long Beach Freeway and Monterey Pass Road. Pine Tree Park is about 0.3 miles away, while the Monterey Park Golf Club is located roughly 0.5 miles from the business. The Los Angeles Sheriff's Athletic Association Field is also within 0.4 miles of the office.

Mofrad Financial Solutions of Monterey Park is known for its positive customer rating and its ability to handle complex financial needs through a multilingual team. The firm combines deep regulatory experience with personalized advisory services for the Monterey Park area.