Meet Your Team

Reason_Financial

Reason Financial is a wealth management firm in Southern California delivering comprehensive financial and tax services. We customize and implement wealth care solutions to provide a focused methodology in the growth and protection of client’s assets.

Our purpose is to enable a lifetime of rational, informed and well-reasoned financial decisions.

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Steve W. Pollock, CFP®, AIF®, EA2014-SP
Financial and Tax Adviser

Steve W. Pollock is a CERTIFIED FINANCIAL PLANNER™ professional (CFP) and provides investment management, financial planning, and tax preparation services to the clients of Reason Financial and Reason Tax Group.

Steve graduated from San Diego State University, where he earned a Bachelor of Science in Business Administration and a Master of Science in Financial and Tax Planning.

Prior to partnering with Reason Financial, Steven worked with an estate planning law firm where he specialized in the funding, management and distribution of client’s trust and estate assets.

He holds a FINRA Series 7 General Securities Representative and Series 66 Uniform Combined State Law. He is licensed in Life, Health and Property insurance, and is enrolled to practice before the Internal Revenue Service (EA).

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2014-SSSean P. Storck, CFP®, AIF®, EA
Financial and Tax Adviser

Sean P. Storck is a CERTIFIED FINANCIAL PLANNER™ professional (CFP) and provides investment management, financial planning, and tax preparation services to the clients of Reason Financial and Reason Tax Group.

Sean graduated from University of California San Diego, where he earned a Bachelor of Arts in Economics.

Prior to partnering with Reason Financial, Sean worked as an independent financial and tax professional.

He holds FINRA Series 7 General Securities Representative and Series 66 Uniform Combined State Law. He is licensed in Life/Health, and is enrolled to practice before the Internal Revenue Service (EA).

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matthew_andersonMatthew J. Anderson, CFP®, AIF®, EA
Financial and Tax Adviser

Matthew J. Anderson is a CERTIFIED FINANCIAL PLANNER™ professional (CFP) and provides investment management, financial planning, and tax preparation services to the clients of Reason Financial and Reason Tax Group.

Matt graduated from San Diego State University, where he earned a Bachelor of Science in Public Administration and the SDSU Executive Financial Planner Advance Certificate. He also attended a semester abroad at Oxford University on a scholarship.

Prior to partnering with Reason Financial, Matt was the Senior  Advisor of Wealth Management Consulting at 1st Global where he provided CPAs and financial advisors with comprehensive financial planning advice and strategies. Matt was also previously an advisor for an Independent RIA specializing in wealth management for CPA firms as well as a Consultant with TD Ameritrade, assisting individual and business owner clients with financial planning strategies. His professional experience and passion for the industry also led Matt to become a professor at the University of California San Diego, teaching a course on investments, which is certified as a CFP® board exam education course.

He holds a FINRA Series 7 General Securities Representative, Series 24 General Securities Principal and Series 66 Uniform Combined State Law. He is also licensed in Life/Health.

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Marcela-Vicente-Faraudo

Marcela I. Vicente-Faraudo, MBA, CPA
Accounting and Bookkeeping

Marcela Vicente-Faraudo is a Certified Public Accountant (CPA) and provides accounting and bookkeeping services to the clients of Reason Financial.

Marcela graduated from UC Santa Barbara, where she earned a Bachelor’s of Arts in Economics and later from San Diego State University where she earned her Master in Business Administration (MBA).

Marcela has experience working with individuals, families and business owners to properly establish and maintain accurate financial records. Her experience includes working as an auditor with PriceWaterhouseCoopers and as an accountant with a Fortune 500 company. Marcela is a avid world traveler and fluent in Spanish.

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Nicole_AlbrechtNicole M. Albrecht, EA
Financial and Tax Adviser

Nicole Albrecht is a principal of Financial Accounting Services and Investment Adviser Representative of Reason Financial.

 Nicole has assisted businesses, individuals and families for over 12 years with their tax planning and preparation needs. She is enrolled to practice before the Internal Revenue Service (Enrolled Agent/EA) and is a Certified Quickbooks Pro-Advisor.

She is a registered representative of 1st Global Capital Corp. and holds a FINRA Series 7 General Securities Representative and Series 66 Uniform Combined State Law. She is licensed in Life and Health Insurance and is an agent of 1st Global Insurance Services.

Nicole’s experience as a tax and financial service professional allows for a tax advantaged approach to the investment management and financial planning process. Nicole’s affiliation with Reason Financial. allows her to provide clients with a high level of specialization to address their financial needs.

Nicole is an active participant in the community. She was awarded Temecula Citizen of the year in 2012 and is nominated Volunteer of the year for 2013. She is actively serving on the Boards of her Homeowner’s Association, the Murrieta Chamber of Commerce, Southwest California Legislative Council and is Chairwoman of Women’s Peer Connection.

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2014-SLSharon Lamb
Client Services Manager

Sharon has worked for over a decade assisting financial and tax advisers. She is available to assist you in making well reason decisions.

She will work with you to gather information, complete the necessary paperwork, make updates to your account and get answers to any questions you may have along the way.

Sharon has held various securities licenses and California Tax Education Certification (CTEC).

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