Jamshed Gandi

CPA / CFP / CVA / MS / Principal

Focus: 

Estate & Retirement Planning  
Wealth Preservation  
Business Valuation  
International Tax  
Financial Planning & Consulting  

Industry: 

Real Estate
Hotels & Resorts  
Construction
Technology
Retail
Manufacturing

Credentials:

University of Karachi, Pakistan, Bachelor of Commerce, 1971
Golden Gate University, San Francisco, Masters of Taxation, 1985
CPA License, 1982
Certified Financial Planner, 2004
Certified Valuation Analyst, 1999

Organizations:

American Institute of Certified Public Accountants, California Council Member  
California Society of Certified Public Accountants, Council Representative & Vice Chair  
National Association of Certified Valuation Analysts  
San Francisco Chapter of the California Society of Certified Public Accountants, Past President  
Estate Planning Council of Diablo Valley, Director  
Golden Gate University Tax Alumni Board, Past President  
South Asia Professional Club of San Francisco, Past President  
Ohloff Recovery Programs, Past Member and Treasurer  

Experience:

Jamshed B. Gandi has been in public accounting for over 43 years. A significant amount of Jamshed's services are related to income and estate taxes, retirement planning, wealth preservation and business valuations. He has worked with multiple businesses from start up phase through maturity. Jamshed's specialty is closely-held entities. He enjoys problem solving, providing advocacy for his clients and considers himself to be a "one-stop shop" capable of fulfilling client business objectives and goals.