Megan Asselin


Bachelor of science in business administration with an emphasis in accounting from California State Polytechnic University, Pomona


Megan is a signing director with more than 18 years of experience in tax planning and compliance for individuals, trusts and estates. Megan has a passion for working with the unique needs that individuals bring with their financial lives including estate planning, planned giving, special needs trusts, charitable trusts and tax compliance reporting for investments.

Upcoming speaking engagements

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Resources and event materials

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In the community

American Institute of Certified Public Accountants (AICPA), member

California Society of Certified Public Accountants (CalCPA), member

Estate Planning Council of Pomona Valley, board member

Actively involved with Scouting activities in our community - Girl Scouts as an adult member and BSA