About Us
Mission Statement
To provide high quality service and retirement plan consulting enabling our clients to build wealth and prepare and meet their objectives in preparing for a comfortable retirement for the principals as well as their employees. We are committed to establishing trust and lasting relationships with our clients.
Professional Staff
SCPS has a group of talented and credentialed individuals with diverse finance and retirement plan backgrounds. Our pension professionals bring extensive knowledge, experience, and craftsmanship in plan design, installation and administration.
Senior Staff
Geoffery H. Ewertz, CPA, President
Geoff has consulted in the qualified retirement plan area since 1981. He has been involved in the design, installation, administration and termination of over 4,000 plans. He has lectured throughout the state on qualified retirement plans for the California Certified Public Accountants Education Foundation. He wrote and taught courses on retirement plans for the Foundation:
Qualified Retirement Plans:
- Maximizing Tax Benefits
- Dealing With Problems In Pension and Profit Sharing Plans
- Retirement Plan Consulting Issues
He has also lectured at various professional seminars on the subject of qualified retirement plans. Member of the American Institute of Certified Public Accountants; Member of the California Society of Certified Public Accountants; Member of the Tax Division of the American Institute of Certified Public Accountants, specializing in employee benefits.
Professional References
Robert Pompei, M.D. |
Virginia Spina |
Triet Van Pham, M.D. |
Paul Schroeder |
Arie D. Miller |
Michael J. Marion |