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Christopher Jenkins Christopher Jenkins
C.P.A, MTax
: 877-626-1040

For over 30 years, Christopher Jenkins has provided comprehensive tax and wealth management services to countless business owners and families around the country. His extensive expertise and genuine desire to help his clients achieve their financial goals has had lasting results for both current and future generations.

As a Registered Principal with SagePoint Financial Inc, Christopher has successfully met even the most complex tax and financial planning needs; including IRS audits and appeals, as well as Individual, Corporate, Partnership and Trust Tax Returns. His concern for tax sensitivity along with appropriate risk levels drive the Investment Selection, Allocations and Monitoring Activities with each account he manages.

Christopher is a lifelong learner. After having launched his career in 1980 with a Bachelor of Science in Accounting from the University of Colorado, he acquired a Master of Science in Taxation from Golden Gate University. In 2007, he then completed the personal financial planning accelerated program (160 hours of evaluated learning) at the University of Irvine. His industry credentials include: Certified Public Accountant, Series 7, 63, 24 and 65 Registrations, as well as the California Insurance License for Life, Health and Disability.

Christopher is also an avid scuba diver, golf player, and holds a private pilot license.

Faye Adl
EA, Non Registered Assistant

Phone: 949-859-4474 Ex 112
Fax: 877-626-1040

Faye Adl is an IRS Enrolled Agent, and Administrative Assistant with CPA Financial Group, Inc. since 2004.

Having been in the financial services arena since 1990, her expertise is well-grounded in technical knowledge and practical experience.

Faye was born in Tehran, Iran and graduated from Business Management College with a BS in Accounting. She is currently licensed to sell insurance products in California.

As a dedicated staff she provides service to clients, and support to registered representatives of Branch office.

For fun, she enjoys swimming, running, traveling, and spending time with family and friends.

James Summers
AAMS, CRPS, Registered Representative

Doug Duncan
Registered Representative

Mark Iskander
EA, Registered Representative

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 Securities and advisory services offered through SagePoint Financial, member FINRA and SIPC. Tax and Accounting services offered through CPA Financial Group, Inc. CPA Financial Group is not affiliated with SagePoint Financial or registered as a broker/dealer or investment advisor. Sagepoint Financial Inc does not offer tax or legal advice.

This communication is strictly intended for individuals residing in the state(s) of AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, ID, IL, IN, KS, MA, MI, MN, MS, MO, NE, NV, NJ, NY, NC, OH, OR, PA, SC, TX, VA and WA. No offers may be made or accepted from any resident outside the specific states referenced.

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