Dwight Nakata CPA, CFP

Cerritos Corporate Tower
18000 Studebaker Road Suite 695
Cerritos, CA 90703
www.smartwealthadvice.com

  • Dwight provides independent objective financial advice. Dwight is an independent business professional and dedicated to serving clients with integrity and professionalism.
  • He is a CERTIFIED FINANCIAL PLANNER professional and a Certified Public Accountant.
  • He is licensed under the State of California Insurance Code, license number 0C87485.
  • He is a member of the Personal Financial Planning Interest Group and the Eldercare Interest Group of the Orange County/ Long Beach Chapter of the California Society of Certified Public Accountants.
  • He is a member of the Financial Planning Association (FPA).
  • He is a member of the City of Orange, California Audit Committee.
  • He has a strategic alliance with Wymac Capital, Inc. which allows me to be able to provide real estate financing services.
  • He provides services to individual/entities to assist them in attaining financial and personal goals and develop a life legacy. "Life Legacy" planning is my philosophy for helping clients establish personal wealth, financial wealth, & social wealth.
  • He is an Alumni of the UCLA Anderson School of Management MDE Program.
  • Past professional experience includes years spent at Coopers & Lybrand (now PricewaterhouseCoopers) and at a local CPA firm at which Dwight is currently a partner of the CPA firm.