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This profile was last updated on 4/30/14  and contains information from public web pages and contributions from the ZoomInfo community.

Managing Partner

Phone: (408) ***-****  HQ Phone
Email: r***@***.com
Dunham Associates
1884 The Alameda
San Jose, California 95126
United States

Company Description: Dunham Associates CPAs is an accountancy firm that specializes in tax accounting and wealth management services in San Jose, CA
Background

Employment History

Board Memberships and Affiliations

Education

  • California State University at Chico
12 Total References
Web References
DWR | Wealth Management & Financial Planning in San Jose, CA
www.dwrwealth.com, 30 April 2014 [cached]
Rick Dunham
...
Rick Dunham
Dunham Associates CPAs - About Us
www.dunhamcpas.com, 26 April 2014 [cached]
Rick Dunham
...
Rick D. Dunham, CPA, EA, PFS
...
Rick D. Dunham, CPA, EA, PFS
...
Rick founded Dunham Associates, CPAs in 1996. His specialty is working with high net worth individuals and businesses here in Silicon Valley and enjoys the dynamics of tax and financial planning and business consulting. Rick's goal is to help his clients increase their net worth and lower taxes. This goal is facilitated by gaining a thorough understanding of each client's personal and business financial situation and assessing a variety of strategies to determine how best to obtain the clients' personal and financial goals. Rick is an Enrolled Agent (EA), Certified Public Accountant (CPA) and Personal Financial Specialist (PFS). As the managing partner of the firm, Rick oversees day to day decisions and activities of the firm along with strategic planning for firm growth.
Rick and his wife and have 3 sons. He coaches Pop Warner Football and at his home in Morgan Hill he grows grapes and makes his own wine.
DWR | Wealth Management & Financial Planning in San Jose, CA
www.dwrwealth.com, 30 April 2014 [cached]
Rick Dunham
...
Rick D. Dunham, CPA, EA, PFS
...
Rick D. Dunham, CPA, EA, PFS Partner
...
Rick is an Enrolled Agent (EA), Personal Financial Specialist (PFS) and Certified Public Accountant (CPA). Rick and his wife and have 3 sons. He coaches Pop Warner Football and at his home in Morgan Hill he grows grapes and makes his own wine.
Dunham Associates CPAs - About Us
www.dunhamcpas.com, 13 Aug 2012 [cached]
Rick Dunham | Rex Rousselot | Jack Wedgwood
...
Rick Dunham
...
Rick D. Dunham, CPA, EA, PFS
...
Rick D. Dunham, CPA, EA, PFS
...
Rick founded Dunham Associates, CPAs in 1996. His specialty is working with high net worth individuals and businesses here in Silicon Valley and enjoys the dynamics of tax and financial planning and business consulting. Rick's goal is to help his clients increase their net worth and lower taxes. This goal is facilitated by gaining a thorough understanding of each client's personal and business financial situation and assessing a variety of strategies to determine how best to obtain the clients' personal and financial goals. Rick is an Enrolled Agent (EA), Certified Public Accountant (CPA) and Personal Financial Specialist (PFS). As the managing partner of the firm, Rick oversees day to day decisions and activities of the firm along with strategic planning for firm growth.
Rick and his wife and have 3 sons. He coaches Pop Warner Football and at his home in Morgan Hill he grows grapes and makes his own wine.
Rick Dunham, Dunham ...
www.idbconsulting.com [cached]
Rick Dunham, Dunham Associates
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