Allen Trim, CPA

Wellness.com Featured Provider
Allen Trim, CPA
Office

(619) 890-1809

San Diego San Diego, CA 92108
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Consumer Feedback

(3 Reviews)
Service
5 star average for Service
Environment
5 star average for Environment
Staff
5 star average for Staff
Recommended
5 star average for Recommended
How would you compare this provider to others in his/her field that you have visited?
There is no comparison!
Did this provider pressure you to purchase any unnecessary products during your visit?
Absolutely not! I was never uncomfortable
by Anonymous xxx.xxx.199.204
August 22, 2013
Did this provider answer all of your questions?
Every question I had was answered thoroughly
Was this provider's staff friendly?
Yes, they went above and beyond
Did you leave the office feeling satisfied with your visit?
Completely!
Was this provider's office easy to locate?
Absolutely! It couldn't have been easier!
by BFreman xxx.xxx.141.146
March 10, 2012
Allen made sure every single question I had was answered, and he is always available if I think of any more questions I have in relation to my financial well being. He is really friendly and extremely professional, but more importantly, really understands the market.
by Tennis Champ xxx.xxx.200.14
March 01, 2012
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Primary Specialty

Financial Counselor

Education Bachelor of Arts in Economics, Minor in Accounting, UCLA 2006



Lorenzo De’ Medici Academy, Florence, Italy 2004

Italian Art History

Affiliations San Diego Triathalon Club
UCLA Alumni Mentorship Program
Certification Certified Public Accountant, California, 101374

Security Clearance: Secret

Series 7

Series 66