About Us

Jacqueline Zweig is a Certified Public Accountant and Certified Financial Planner®. Her focus is on helping clients achieve financial independence by making smart financial decisions while minimizing taxes.

She graduated from California State University, Fullerton in 2011 with a Bachelor of Science in Business Administration with dual concentrations in Accounting and Finance.

She started in this business because of her CPA father, David Zweig. He is the inspiration and motivation for her choosing this career path.  She’s passionate about her profession and helping people.

David Zweig is a graduate of California State University, Northridge in 1982. He received a Bachelor degree in business with an emphasis in Accounting.

David is a Certified Public Accountant. He started his partnership, Lorin & Zweig, CPAs, LLP in 1988 and continues to serve his clients with tax services as well.