Joey joined CLA (CliftonLarsonAllen) in June 2017 after working at a regional California accounting firm. He is a Certified Public Accountant (CPA) with experience working on a variety of financial statement and employee benefit plan (EBP) audits (including Defined Contribution (including ESOP's), Defined Benefit and Health and Welfare plans), along with other assurance and non-assurance services.
Working for CLA enables Joey to pursue his passion for leadership with CLA's mission to create opportunities for our people, clients and community.
Bachelor of Science, Business Administration, Accounting, San Jose State University, San Jose, CA
In the community
Evergreen Community College, Accounting Advisory Council
American Institute of Certified Public Accountants
California Society of Certified Public Accountants
Resources and events
Webinar 11/30/20232023 Year-end Planning for Employee Benefit Plans