Ben Lawler
CPA & LPL Financial Planner
Office: 11601 Wilshire STE 500
Los Angeles, CA 90049
Mail: 19528 Ventura Blvd. # 678
Tarzana, California 91356
(310) 866-8976, (818) 523-1391
E-mail [email protected]
www.thinkproactively.com
Invest
Investments
Investment adviser
Financial Planning
Financial Planner
adviser
Accountant
CPA
CPA Firm
Tax
Ben Lawler
Member of
California Society of
Certified Public Accountants
Member of
American Institute of
Certified Public Accountants
Experience ProActive Advisors, Inc., Los Angeles, California (2/02- Present)
CEO & PRESIDENT:
Strategic, Financial, and Tax Planning for personal, corporate, and LLC clients.
Set up company infrastructure for multi-state and multi-national clients.
Tax planning for high net worth individual, corporate, and LLC clients.
Executive Business plan and monthly presentation to Board of Directors.
Richard Blithe CPA, APC firm, Woodland Hills, California (99 – 2/02)
OPERATING MANAGER:
Manage firm’s daily operations.
Strategic planning for personal, corporate, and LLC clients.
Responsible for research and development.
In charge of computer operations and computer consulting.
Edward White & Co., LLP; CPA firm, Woodland Hills, California (10/96 – 99)
SUPERVISOR ACCOUNTANT:
Schedule, plan, supervise, and complete financial audits and reviews for various clients industries including retail sales.
Prepare full disclosure financial statements in accordance with Generally Accepted Accounting Principals.
Develop, maintain, and supervise continuing education programs for all professional staff.
Assist in the budgetary and forecasting process of the firm’s 5-year plan.
Prepare multi-state and consolidated corporate tax returns.
Tax compliance, planning, research, and projections
Education University of California, San Diego
Certificate of Accountancy
University of Southern California
Bachelor of Arts degree
Series 7 General Securities NYSE/NASD
Series 66 Uniform Combined State Law Examination
Honors & Instructor, Tax & Accounting 498, California State University, Northridge
Awards “Who’s Who”, publication for excellence as a business leader, Dun & Bradstreet
California Society of Certified Public Accountants
American Institute of Certified Public Accountants
Member of the Institute for Managerial Accounting
Leadership Scholarship
Eagle Scout Award, Boy Scouts of America
Skills & Extensive computer experience with Microsoft products, PowerPoint, Word, Excel.
Interests Daily use of legal, tax and accounting software such as Prosystem FX, Accountant’s Trial Balance and Quickbooks Pro. Interests include reading, golf, circuit training, and computers.
