Management Team

John Kawamoto

Mr. Kawamoto is a Principal with Financial Planning Consultants, LLC, which along with its strategic alliances, Legacy Capital and Hillis Financial Services, provides consulting and investment management services to individuals. In addition to being a CPA John holds both Life Insurance and Securities licenses (Series 63 and 7).

John Kawamoto started with Petrinovich Pugh & Company, LLP in 1990 and became a partner in 2001. He has a degree in Accounting from San Jose State University and earned his designation as a Certified Valuation Analyst (CVA) from the National Association of Certified Valuation Analysts. At Petrinovich Pugh & Company, LLP he provides audit, tax and business planning services to privately held businesses and income and estate planning services for individuals. In addition he specializes in the firm's country club practice and business valuations for privately held companies.

  • Services
    • Member of Petrinovich Pugh & Co LLP Audit and IT Committees
    • Audit, tax, and business planning for clients involved in privately held businesses
    • Income and estate planning for individuals
    • Preparation of audited, reviewed and compiled financial statements for individuals, corporations and partnerships
    • Income tax return preparation for individuals, corporations, partnerships, fiduciaries, and associations
    • Business valuations for privately held businesses
  • Professional Affiliations
    • American Institute of Certified Public Accountants
    • California Society of Certified Public Accountants
    • National Association of Certified Valuation Analysts
  • Community Activities
    • Japanese American Chamber of Commerce, Silicon Valley, Board of Directors
    • Northern California Nisei Golf Association, Treasurer
    • Cypress Golf Club, Treasurer
  • Education & Professional License
    • San Jose State University Bachelor of Science in Accounting, 1990
    • Certified Public Accountant, State of California, 1992
    • Certified Valuation Analyst, 2000
    • Life Agent
    • Securities license (Series 63 and 7), securities registrations held with NFP
David Doolin
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