At Prime Insights Advisors, we pride ourselves on being the key architects of your financial success, specializing in unlocking the full potential of your financial landscape. Our team of seasoned tax experts is committed to navigating the complexities of the ever-evolving tax environment, ensuring not only compliance but also strategic optimization. Whether you're an individual seeking personalized tax planning or a business aiming to maximize efficiency, we stand as your trusted advisors, ready to unlock the doors to financial prosperity. At Prime Insights Advisors, we firmly believe that financial success is a journey, and with us, you hold the key to unlocking unparalleled financial growth.
Ryan Aquino has been an active licensed CPA with the State of California for over 20 years. He began his career with Deloitte and Touche in 1999 as a financial auditor, focusing on consumer businesses and retail clients. He further continued his career as a senior auditor with Ernst and Young in 2003 with emphasis on internal and operational audits serving companies such as The Walt Disney Company and HealthNet. In 2007, Ryan joined Warner Bros. Entertainment Inc. in the Corporate Accounting department where he oversaw and managed the financial statements close and budgeting process for 15+ years with a multi-billion-dollar company. He graduated with his Bachelor’s degree in Accounting from Loyola Marymount University in 1999 and completed his graduate degree in 2019 earning his MBA from UCLA Anderson School of Management. Ryan enjoys traveling and learning about different cultures, exercising, watching sports, and reading on various subjects.
Alan Lau, an active licensed CPA, is a proactive and strategic tax planner specializing in optimizing clients’ tax positions and identifying opportunities within new and existing tax laws. He takes a holistic approach to tax planning by also encompassing investment, estate and retirement planning that best fits each client’s individual goals. He focuses his tax expertise with owner-operated businesses, residential and commercial real estate and rental activities, S Corps, and LLC’s. Alan graduated Summa Cum Laude with his Bachelor’s degree in Accounting from Loyola Marymount University. He started his career with Ryan at Deloitte & Touche in 1999 with experience in both audit and tax. He has also owned several businesses himself and is actively invested in multi-family rentals. Alan enjoys spending time with his wife and children ages 13 and 11, trying new foods, watching sports, mountain biking, snowboarding, and traveling.
Jay Shah has earned his MBA degree from UCLA Anderson School of Management and is a CPA (inactive) with over 18 years of experience working with individuals, as well as small and large businesses assisting them with their financial, accounting, and tax needs. Jay began his career in India with a small accounting firm and spent five years in bookkeeping, tax, audit, and assurance. AŌer moving to the UK, Jay spent the next nine years in various financial positions providing financial expertise to both small companies and major, multinational corporations, including FTSE 250 Company, which is the equivalent of the S&P 500. Jay has also managed some of the most complex financial tasks, including complex joint venture accounting, mergers and acquisitions. Jay’s experience on numerous continents has given him a global perspective as well as the drive to succeed. Jay has started up financial operations for new companies, turned around faltering financial operations, and set companies on the path to succeed and grow in compliance with the laws. Jay is a member of the California society of CPA and Associated Certified Charted Accountant (ACCA) from the UK. He graduated from Oxford Brooks University, UK with a Bachelor’s degree in Accounting, a Bachelor’s and Master’s degree in Accounting and Finance from Sardar Patel University, India. Jay is an avid sports fan and enjoys traveling and cooking.
Whether you're an individual or a business, our tailored tax solutions are designed to empower your financial success. Take the first step towards financial freedom.
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