Clay B. Spiegel, CPA, joined Lorenz Fiduciary Services after his work with A.V. Arias & Co., a tax accounting firm in San Diego and Active Network, a sports registration and media company, where he worked as a staff accountant. You can meet Clay by contacting us and making an appointment.
Clay started out his professional career working in sports, as the accountant and merchandising manager with the San Diego Surf Dawgs, a minor league baseball team, before realizing his desire to be around sports was better served as a fan.From there, he followed in his parents' footsteps, working as an accountant, and becoming a CPA like both mom and dad.
Clay contributes his talents to tax preparation, our formal accounting process and managing our company payables. He is currently enrolled in the Cal State certificate program and plans to become licensed as Professional Fiduciary, although he is exempt as a CPA.
Practice: Certified Public Accountant
Education: Bachelor of Science in Business Administration and Sports Management 2004, Springfield College, Massachusetts Certification: Certified Public Accountant February 2010, Awarded Certification to Practice as a CPA By the California State Board of Accountancy Member: California Society of CPA's - www.CALCPA.org PFAC (Professional Fiduciary Association of California) (Pending) North County Estate Planning Group - www.NCEPG.com Southwest Riverside Estate Planning Group - www.SREPG.com
