Amar Patel, CPA, CFP®
Tax Accountant
amar@fanwmg.com
Amar graduated with a B.S. in Finance degree from Indiana University’s highly regarded Kelley School of Business. He later graduated from Loyola Law School (Los Angeles) with a Master of Tax Law degree.
Amar holds the following licenses and certifications:
- CPA (Certified Public Accountant)
- CFP® Professional (CERTIFIED FINANCIAL PLANNER™)
Before joining Financial Advisors Network Tax Planning Group, Amar worked at large Los Angeles accounting firms specializing in tax compliance and consulting. He worked on complex engagements involving high-net-worth clients, large business entities, international tax, and M&A tax due diligence/structuring. He started his career working at a private investment firm in Chicago, where he honed his research and analysis skills.
Amar grew up in the suburbs of Chicago, and is a huge Chicago Bulls, Bears, and Cubs fan. In his free time, he enjoys playing pickleball and practicing yoga. Him and his wife (a native of Philadelphia) now love living the Southern California dream in Long Beach
Linda Lee, EA
Tax Accountant
linda@fanwmg.com
Linda has been a tax preparer for over 23 years and has been an enrolled agent for more than 18 years. She worked for H&R Block as a preparer and office manager until 2022 when she joined Financial Advisors Network Tax Planning Group. Linda prepares a variety of tax returns and has represented clients in several audits.
Linda holds the following license:
- EA (Enrolled Agent)
Linda is passionate about taxes and enjoys the varying challenges that come with the ever-changing world of tax. She also enjoys helping clients make the best decisions to lessen their tax burden.
Outside of work, Linda enjoys the fresh mountain air in Wrightwood where she has lived for the last 50 years. She is very active in her church and volunteers in a variety of activities.
Jordan Sandfer, CFP®, AIF®
Financial & Tax Planner
jordan@fanwmg.com
Jordan earned a Bachelor of Arts degree in Economics and Screenwriting from Chapman University. In 2019, he obtained an MFA Degree from Loyola Marymount University. He has spent the last eight years working in tax preparation and planning.
Jordan holds the following licenses and certifications:
- CFP® Professional (CERTIFIED FINANCIAL PLANNER™)
- CRTP (California Tax Education Council Registered Tax Preparer)
- AIF® (Accredited Investment Fiduciary®)
Raised in Southern California by two CPAs, Jordan now lives in Newport Beach with his wife. Jordan also enjoys writing, the Anaheim Ducks, trivia nights, and going to the beach.
Christina Coulter
Administrative Assistant
christina@fanwmg.com
Christina has over seven years of experience in the finance industry where she worked servicing clients and sales representatives as an account manager. Christina has a passion for helping people and is excited about working for a company where she can assist clients and their families throughout their financial journey.
Christina holds the following certifications:
- CRTP (California Tax Education Council Registered Tax Preparer)
- Notary Public
Outside of work and school, she enjoys taking road trips with her family, riding her beach cruiser, kayaking in Newport Harbor, and spending time with her German Shepherd, Koko. Koko and Christina often can be found at Huntington Dog Beach or the dog park.