High Caliber Expertise and Services from Licensed Professionals

At the core of Certified Strategies, Inc. (CSI) are professionals who understand your forensic accounting, trust administration, probate and conservatorship needs. Our qualified personnel maintain licenses and accreditations that include: Certified Public Accountant, Certified in Financial Forensics, Accredited Business Valuator, Certified Global Management Accountant, California Licensed Professional Fiduciary, and National Certified Guardian.

We have substantial experience in a wide array of financial forensic accounting matters, including, but not limited to the following:

• Complex trust and estate financial and accounting disputes

• Elder Financial Abuse Investigations

• Investment and all types of Financial Fraud Investigations

• White Collar Crimes

• Tracing Hidden Income and Assets

• Securities Litigation

• Other General Complex Civil and Trust Administration Engagements

We are regularly called upon to assist in special circumstances such as arbitration, mediation, settlement negotiation, expert testimony, and court proceedings. Regardless of your needs, CSI stands ready to provide you with the best caliber expertise and service.