About Professional Planning Associates
Meet our Board of Directors
Steve C. Burgess
Steve Burgess is President of Professional Planning Associates. Steve has 15 years of consulting experience advising business owners and high net-worth clients in the areas of tax and estate planning. He has been a featured guest speaker on KOGO 600am radio and also teaches a “Tax Slashing Strategies and Secrets for Small and Home Businesses” class at the Learning Annex in San Diego and Los Angeles. Steve is a Board of Director for Scripps Hospital Charitable Planning Board and Affiliated Wealth Resources. View a recent article about Steve Burgess and Professional Planning Associates.
Thomas Orr, CPA
Thomas Orr graduated from The University of Minnesota with a degree in Accounting. Thomas worked in the Auditing Department of Ernst & Young for 30 years. He now does forensic accounting while also serving on the Board of Directors of several private and public corporations. Thomas also continues to represent clients in tax-audits.
Richard Ciner, Tax Strategist
Richard Ciner has twenty years of diverse tax experience and specializes in the implementation of tax planning and strategies for small to medium size businesses. Richard directly advises business owners in a wide array of industries. Currently, Richard owns and manages a C.P.A. firm in Carlsbad, California.
Carey Lampel, Tax Strategist
Carey Lampel is a Cum Laude graduate of Northern Illinois University where she was a member of Golden Key National Honor Society and nominated for Outstanding Woman Student. She was also named Outstanding Scholar of the Liberal Arts Department. Ms. Lampel graduated from Chicago-Kent College of Law, where she received her Juris Doctor. While a student at Chicago-Kent, Carey was a member of VITA, Volunteer Income Tax Assistance with the University of Chicago, as well as being a member of Chicago Kent College of Law's Tax Law Clinic, and a research assistant on Estate and Gift Tax. After completing her J.D. degree, Carey then attended the University of San Diego School of Law, where she received her LL.M. in taxation. While there, Ms. Lampel was president of the University of San Diego's Tax Society.
David N. Peterson RHU, REBC, PFP
Mr. Peterson is the President of San Diego Associates, Inc. and The Benefit Advocates. He is the founder of a control-group of corporations engaged in employee benefit plan design and implementation, administration and insurance brokerage. He has over 25 years of experience designing and implementing qualified retirement plans and employer-sponsored group benefits for mid-sized to large corporations. Mr. Peterson holds a California insurance license as well as the Series 7 and 63 securities license
5830 Oberlin Drive, Suite 304
San Diego, CA 92121
Phone: 800-731-8122
info@proplanusa.com