La Mesa, CA CPA / PFF Wealth Advisors Inc
Client Portal  

PFS was founded for the purpose of assisting our clients in every aspect of their financial lives. We accomplish this by constantly training our team, innovating our processes, anticipating political, technological and economic change, and implementing strategic adjustments designed to reduce risk and enhance economic benefit.


Our Comittment

We are committed to providing excellent personalized service; from every team member, to every client, every single time.

Our Process

We advise clients based upon a financial blueprint drawn from the 8 Wealth Management Issues; our comprehensive process for managing personal and family wealth.  The 8 Wealth Management Issues consist of:

- Investment Management
- Cash Flow & Debt Management
- Family Risk Management
- Retirement Planning
- Education Planning
- Legacy Planning
- Business Planning
- Special Situations




Profiles

Mark Hyma | President, Chief Investment Officer

Mark is a veteran of the United States Marine Corps.  He holds a masters
degree in taxation (MST) and a bachelors degree in business administration, both from National University. He is enrolled to practice before the IRS (EA), and is an Accredited Tax Advisor (ATA).”  

Mark’s duties include portfolio design and implementation, tax preparation, advising clients on the 8 Wealth Management Issues; our comprehensive process for managing personal and family wealth, and daily oversight of company policies, practices and procedures.

Mark is the principal owner of PFS and has 24 years experience in the tax and financial services industry. 

Email: markhyma@pfssd.com


Sanford (Sandy) Rosenthal | Founder

After graduating with a Bachelor of Chemical Engineering from Georgia Tech, Sandy served in the U.S. Army Intelligence.  He was then an engineering manager on a number of missile programs.  After receiving an MBA from the University of Southern California, he transitioned to the financial industry.  He is an EA, CFP, CSA, ATA, PE, and a Fellow of the National Tax Practice Institute.

Sandy entered semi-retirement in 2007 after managing the firm for over 30 years.  He remains active in income tax, estate tax, and trust tax preparation, and as an independent trustee.

Email: protaxx@aol.com


Barbara Vesco | Executive Assistant

Barb Vesco became Mark Hyma’s executive assistant in 2005.  She is a native San Diegan with 30 years of experience in the financial services industry.

Additionally, Barb is a California notary public and holds five certifications from the Mortgage Bankers Association.

Barb’s duties include new account set up and transfers, check requests, changes to client accounts and various other administrative services.

Email: barbvesco@pfssd.com


Carol Sawaya | Bookkeeper and Tax Consultant

Carol joined Professional Financial Services in 2001 as a payroll and bookkeeping practitioner.  She received an associates degree in finance and accounting, and she is also a tax consultant.

Carol’s primary tasks include maintaining bookkeeping records, filing timely payroll documents and assisting in trust accounting.

When she is not at the office, Carol can be found cycling and hiking local trails in San Diego County.

Email: carolsawaya@pfssd.com


Greg Nelson | Tax and Financial Advisor

Greg Nelson earned his degree in finance from The University of Northern Colorado. He has 25 years experience helping corporations manage cash flow and investments.

Greg’s duties include portfolio design and implementation, tax preparation, account servicing, and advising clients on the 8 Wealth Management issues; our comprehensive process for managing personal and family wealth.

Greg joined PFS in November, 2006.

Email: gregnelson@pfssd.com


Jacque Lewis | Administration Manager

Jacque Lewis joined the firm in August 2006.  She has a variety of responsibilities, but her primary tasks include overseeing administration staff, answering phone calls, and accounts receivable.

Email: jacquelewis@pfssd.com


Kyle Hyma | Tax and Financial Advisor

Kyle Hyma is a 2007 graduate of San Diego State University with a bachelors degree in business management.  He also holds an associate degree in business administration.

Kyle’s duties include tax preparation and advising clients on the 8 Wealth Management Issues; our comprehensive process for managing personal and family wealth. 

Email: kylehyma@pfssd.com


Linda Huybers | Tax and Accounting Specialist

Linda Huybers has specialized in taxation since 1997.  In 2003 she became enrolled to practice before Internal Revenue Service by earning the Enrolled Agent designation.  Linda has worked in the accounting field for 30 years and specializes in bookkeeping for small to medium sized businesses.  She helps clients with their accounting needs, federal and state tax filings, Trust and Estate tax returns and trust accounting.

Email: lindahuybers@pfssd.com


Sondra Harbert | Administration Assistant

Sondra holds an AA degree from San Diego City College. 

Sondra has weaved a 25 year history with PFS thru it’s various components - the longest of any of our team members.   Her primary duties include meeting and greeting clients, answering phones, scheduling appointments, collating tax returns, keeping track of all filing deadlines and due dates, and varoius other front office tasks.

Email: admin@pfssd.com