Lucy Mears

Bookkeeper

Lucy@theaccountancy.com

(818) 547-5701 x347

Lucy has been a member of our Business Management Services division since 2003. She helps clients with bookkeeping and compilation services, payroll, workers compensation audits, and other related services.

Mike founded US Wealth of California in 2001, providing wealth management services to his tax clients. That same year, he earned the designation of Personal Financial Specialist (PFS) and later added the credential of Certified Financial Planner (CFP®). Mike has a Bachelor in Business Administration from the University of Miami, he did post-graduate work in Accounting at Inter-American University and has a Master’s Degree in Psychology (MSP) to better understand the complexities of his clients’ matters.

In 2010, Velazquez & Associates merged with Sadd Higashi Shammaa, AC and became SVHS, LLP where Mike served as a Senior Partner — a position he continues to hold at The Accountancy.

Mike has participated in a number of radio programs ― Bloomberg and other local programs ― internet (CNBC) and local TV, being interviewed on tax and financial matters. He has written numerous articles that have appeared in trade and business journals, including the Journal of Accountancy.

Mike is passionate about financial education. He has served on the California Financial Literacy Committee, as a member of the AICPA, and the California Society of CPAs. Mike has also served as an officer or board member for several non-profits. He currently serves on the Executive Committee for Personal Financial Planning of the AICPA. In his spare time, Mike loves to play golf and spend time with his family.