Paul Helfman is the president and one of the founding owners of Helfman, Davis & Clanton CPAs, apc. Paul has 32 years of experience in public accounting in the tax, audit, estate and trust areas. He has experience working with closely-held businesses in industries that include manufacturing, retail, wholesale, real estate, law firms, doctors, and technology.
Paul received his Bachelor of Science degree from the University of California at Los Angeles in 1984 and is a Certified Public Accountant liscensed in the State of California. He worked for the Big 4 accounting firm Deloitte in Costa Mesa, CA for five years before moving to New York City to work at local firms until 1993 when he started his own practice.
Paul has also completed the certificate program at Cal State Fullerton for professional fiduciary management for trustees in August 2010, and is a professional trustee.
He is a member of the American Institute of Certified Public Accountants, the California Society of CPAs, and the Professional Fiduciary Association of California. He holds a California insurance license, as well as a series 7, 63 & 65 Registered Investment Advisory Agent Licenses.
Paul and his wife Marci enjoy spending time with their three sons, watching movies, and traveling.