Suresh Donthineni, CPA, Investment Advisor Representative

CRD# 2284419

California License #0J22207

Suresh grew up in UK finishing his schooling and worked in London for 7 years.  While in England, he traveled extensively, and emigrated to the US.  Once he moved to California, he got his MA in Economics in San Diego.  Upon completion of the Masters Program, he took the California Certified Public Accounting (CPA) exams and moved up to the Bay Area and started working with PriceWaterhouseCoopers.  From PwC, he moved onto Technology Companies, where he was instrumental in presenting the financials to the Venture Capitalists and Board of Directors in raising funds for the start-up companies.  He put many controls in place for these companies to be successful.  He then progressed to working with a medium sized public company in preparing the SEC Filings.

With two little kids at home, working for a public company doing SEC filings, meant no work/life balance.  So, he left the corporate world and started his own CPA practice, and through acquisition grew the practice.  As time progressed, with clients trusting him with the payroll, book-keeping and tax work, it only made sense to add the financial services to the mix.  Suresh now sets up retirement plans for clients, works with clients in other investments, annuities, life insurance and long term care planning.

Suresh lives in Moraga with his wife and two kids.  The whole family loves to travel, meet people from other cultures, and try different ethnic foods.  To be able to enjoy the various ethnic foods and burn the calories, Suresh runs and bikes!!

Email Address:

Phone: (925) 400-8333

Learn More About Our Team Below!

Daven Sharma

Owner / President

Suresh Donthineni

Investment Advisor Representative