Cesar Ulloa

Senior Associate

Cesar brings nearly three years of experience in public accounting. In his previous role, he helped prepare returns for individuals, businesses, not-for-profits, trusts, and benefit plans. At his former firm, he worked with diverse clients but specialized in construction, real estate, and high-net-worth individuals. He brings high energy and enthusiasm to his work, striving to show his personality to all clients to provide the best and most personable experience in their professional relationships.

He grew up in Corona, California, where he played football for Centennial High School. From there, he received a full-ride scholarship to play football at the University of Arizona. While attending the University of Arizona, he earned his undergraduate degree in Accounting from the Eller College of Management. After graduating, he enrolled at Montana State University-Bozeman to pursue his final year of athletic eligibility and earned his Master's degree in Family Financial Planning. However, during the COVID-19 pandemic, his season was cut short, and he moved back home to Southern California.

As of 2024, he obtained his CPA licensure and plans to get his CFP within the next year or two. He is an avid gym-goer and also plays pickup basketball a few times a week. In his free time, he likes to learn new things, try different hobbies, hike, and golf. He also enjoys spending quality time with his family, friends, and significant other, watching sports and staying active.

Professional Designation & Licenses

• Certified Public Accountant (CPA)